FIDELIS CAPITAL PARTNERS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1962755 TAMPA, FL

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$401,747

+$16,019 QoQ

Shares Held

1,750

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#810

of 1,284 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 83% Shared 0% None 17%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $2,626,075 across 5 Insurance Brokers names. AJG ranks #3 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,119	$853,183
2	AON	Aon plc	2,190	$726,401
3	AJG	Arthur J. Gallagher & Co. This page	1,750	$401,747
4	BRO	Brown & Brown, Inc.	5,361	$343,908
5	WTW	Willis Towers Watson PLC	1,151	$300,836

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$401,747	1,750	-1.7%	Shares	Sole	2026-08-13
2026-03-31	$385,728	1,781	-2.7%	Shares	Sole	2026-05-06
2025-12-31	$473,585	1,830	-4.8%	Shares	Sole	2026-02-09
2025-09-30	$595,630	1,923	+2.8%	Shares	Sole	2025-11-03
2025-06-30	$598,624	1,870	+2.9%	Shares	Sole	2025-08-07
2025-03-31	$627,301	1,817	+0.9%	Shares	Sole	2025-05-01
2024-12-31	$510,930	1,800	+12.9%	Shares	Sole	2025-02-06
2024-09-30	$448,785	1,595	+1.3%	Shares	Sole	2024-10-25
2024-06-30	$408,413	1,575	+11.9%	Shares	Sole	2024-08-13
2024-03-31	$352,056	1,408	-1.3%	Shares	Sole	2024-05-06
2023-12-31	$320,678	1,426	+7.6%	Shares	Sole	2024-01-31
2023-09-30	$302,007	1,325	+3.7%	Shares	Sole	2023-11-08
2023-06-30	$280,610	1,278	+4.1%	Shares	Sole	2023-08-10
2023-03-31	$234,928	1,228	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.