Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,265,876
+$306,628 QoQ
Shares Held
22,938
+0.2% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
#347
of 1,284 holders
Holding Since
Sep 2022
16 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, 2026Colonial Trust Co / SC holds $5,351,008 across 5 Insurance Brokers names. AJG ranks #1 (98.4% of the industry book) .
All Filings in AJG
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,265,876 | 22,938 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,959,248 | 22,898 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,693,380 | 22,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $6,776,801 | 21,879 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $7,003,585 | 21,878 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,591,827 | 21,990 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,242,145 | 21,991 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,214,619 | 22,087 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,726,861 | 22,085 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,004 | 100 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $22,712 | 101 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $26,211 | 115 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $18,004 | 82 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,687 | 82 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $16,025 | 85 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,409 | 90 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||