Position in AJG
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$498,854
+$209,721 QoQ
Shares Held
2,173
+62.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#750
of 1,289 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $1,344,751 across 4 Insurance Brokers names. AJG ranks #1 (37.1% of the industry book) .
All Filings in AJG
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $498,854 | 2,173 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $289,133 | 1,335 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $414,581 | 1,602 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $517,885 | 1,672 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $605,346 | 1,891 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $661,479 | 1,916 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $547,546 | 1,929 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $553,735 | 1,968 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $506,951 | 1,955 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $475,326 | 1,901 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $411,080 | 1,828 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $399,789 | 1,754 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $361,192 | 1,645 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $291,173 | 1,522 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $246,421 | 1,307 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||