Position in AJG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,509
-$13,550 QoQ
Shares Held
24
-72.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,210
of 1,284 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dunhill Financial, LLC holds $61,563 across 7 Insurance Brokers names. AJG ranks #2 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
277 | $46,167 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
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|
24 | $5,509 | |
| 3 | AON |
Aon plc
|
12 | $3,980 | |
| 4 | WTW |
Willis Towers Watson PLC
|
13 | $3,397 | |
| 5 | BRO |
Brown & Brown, Inc.
|
35 | $2,245 | |
| 6 | ERIE |
Erie Indemnity Co
|
1 | $239 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1 | $26 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,509 | 24 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,059 | 88 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,137 | 101 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $33,761 | 109 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,003 | 25 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $5,523 | 16 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $7,380 | 26 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,501 | 16 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $4,148 | 16 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,750 | 15 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,923 | 13 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||