Position in AJG
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$22,039,178
+$1,865,618 QoQ
Shares Held
96,002
+3.1% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#186
of 1,289 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 82%
Shared 3%
None 15%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $109,033,914 across 12 Insurance Brokers names. AJG ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
304,876 | $50,813,682 | |
| 2 | AON |
Aon plc
|
73,158 | $24,265,776 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
96,002 | $22,039,178 | |
| 4 | CRVL |
Corvel Corp
|
50,913 | $3,183,080 | |
| 5 | GSHD |
Goosehead Insurance, Inc.
|
56,935 | $2,761,347 | |
| 6 | BRO |
Brown & Brown, Inc.
|
40,150 | $2,575,622 | |
| 7 | WTW |
Willis Towers Watson PLC
|
7,845 | $2,050,447 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,014 | $482,856 |
All Filings in AJG
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,039,178 | 96,002 | Shares | Sole | 2026-08-27 | |
| 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. | ||||||