Lodestone Wealth Management LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1950158 SPOKANE, WA

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$28,237

+$1,598 QoQ

Shares Held

123

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,139

of 1,289 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $114,337 across 3 Insurance Brokers names. AJG ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	435	$72,501
2	AJG	Arthur J. Gallagher & Co. This page	123	$28,237
3	AON	Aon plc	41	$13,599

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,237	123	0.0%	Shares	Sole	2026-07-24
2026-03-31	$26,639	123	0.0%	Shares	Sole	2026-05-01
2025-12-31	$31,831	123	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.