Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$20,173,560
-$5,237,806 QoQ
Shares Held
93,146
-5.1% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 93.55333930972658.ToString("F0")%
Shared 3.53316898251905.ToString("F0")%
None 2.9134917077543703.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $91,775,270 across 12 Insurance Brokers names. AJG ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
222,682 | $38,624,192 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
93,146 | $20,173,560 | |
| 3 | AON |
Aon plc
|
40,653 | $13,121,975 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
502,461 | $11,023,994 | |
| 5 | BRO |
Brown & Brown, Inc.
|
47,436 | $3,093,301 | |
| 6 | WTW |
Willis Towers Watson PLC
|
7,306 | $2,123,854 | |
| 7 | CRVL |
Corvel Corp
|
35,499 | $1,940,020 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
25,452 | $1,085,782 |
All Filings in AJG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,173,560 | 93,146 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $25,411,366 | 98,193 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $13,490,414 | 43,554 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $20,767,463 | 64,874 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $25,767,677 | 74,637 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $23,825,799 | 83,938 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $20,756,945 | 73,771 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $26,710,225 | 103,005 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $18,169,405 | 72,666 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $13,773,674 | 61,249 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $11,749,335 | 51,548 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $11,177,868 | 50,908 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $10,081,079 | 52,695 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $7,667,921 | 40,670 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||