Callan Family Office, LLC

Family Office

Position in AJG — Arthur J. Gallagher & Co.

CIK 1938970 RADNOR, PA

Position in AJG

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$4,399,172

-$2,592,039 QoQ

Shares Held

20,312

-24.8% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Callan Family Office, LLC holds $31,091,241 across 9 Insurance Brokers names. AJG ranks #3 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	70,348	$12,201,860
2	AON	Aon plc	25,719	$8,301,578
3	AJG	Arthur J. Gallagher & Co. This page	20,312	$4,399,172
4	CRVL	Corvel Corp	61,267	$3,348,241
5	WTW	Willis Towers Watson PLC	4,173	$1,213,091
6	BRO	Brown & Brown, Inc.	16,782	$1,094,354
7	GSHD	Goosehead Insurance, Inc.	9,290	$396,311
8	CRD-A	Crawford & Co	11,500	$114,655

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,399,172	20,312	-24.8%	Shares	Sole	2026-05-13
2025-12-31	$6,991,211	27,015	+26.9%	Shares	Sole	2026-02-12
2025-09-30	$6,595,293	21,293	+8.6%	Shares	Sole	2025-11-04
2025-06-30	$6,275,312	19,603	+84.0%	Shares	Sole	2025-07-24
2025-03-31	$3,678,877	10,656	-28.3%	Shares	Sole	2025-05-13
2024-12-31	$4,216,591	14,855	+97.7%	Shares	Sole	2025-02-07
2024-09-30	$2,114,214	7,514	+3.3%	Shares	Sole	2024-10-08
2024-06-30	$1,885,443	7,271	-0.4%	Shares	Sole	2024-07-26
2024-03-31	$1,825,292	7,300	-13.5%	Shares	Sole	2024-05-09
2023-12-31	$1,897,087	8,436	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$1,789,250	7,850	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.