Abound Wealth Management

Position in AJG — Arthur J. Gallagher & Co.

CIK 1950323 FRANKLIN, TN

Position in AJG

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$3,443

-$6,519 QoQ

Shares Held

-67.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,222

of 1,284 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $8,953 across 7 Insurance Brokers names. AJG ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	15	$3,443
2	BRO	Brown & Brown, Inc.	41	$2,630
3	WTW	Willis Towers Watson PLC	7	$1,829
4	AON	Aon plc	2	$663
5	MRSH	Marsh & Mclennan Companies, Inc.	1	$166
6	CRVL	Corvel Corp	2	$125
7	GSHD	Goosehead Insurance, Inc.	2	$97

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,443	15	-67.4%	Shares	Sole	2026-07-10
2026-03-31	$9,962	46	+48.4%	Shares	Sole	2026-04-10
2025-12-31	$8,022	31	-20.5%	Shares	Sole	2026-01-12
2025-09-30	$12,079	39	-7.1%	Shares	Sole	2025-10-10
2025-06-30	$13,445	42	0.0%	Shares	Sole	2025-07-14
2025-03-31	$14,500	42	-2.3%	Shares	Sole	2025-04-17
2024-12-31	$12,205	43	+2.4%	Shares	Sole	2025-01-13
2024-09-30	$11,817	42	+35.5%	Shares	Sole	2024-11-04
2024-06-30	$8,038	31	-18.4%	Shares	Sole	2024-08-09
2024-03-31	$9,501	38	0.0%	Shares	Sole	2024-08-08
2023-12-31	$8,545	38	-7.3%	Shares	Sole	2024-08-08
2023-09-30	$9,345	41	+7.9%	Shares	Sole	2024-08-08
2023-06-30	$8,343	38	+31.0%	Shares	Sole	2024-08-08
2023-03-31	$5,547	29	+70.6%	Shares	Sole	2024-08-07
2022-12-31	$3,205	17	0.0%	Shares	Sole	2024-08-07
2022-09-30	$2,910	17	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.