Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$245,869
-$369,768 QoQ
Shares Held
1,071
-51.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#962
of 1,289 holders
Holding Since
Dec 2023
5 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, 2026INSIGNEO ADVISORY SERVICES, LLC holds $906,256 across 3 Insurance Brokers names. AJG ranks #3 (27.1% of the industry book) .
All Filings in AJG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,869 | 1,071 | Shares | Sole | 2026-08-14 | |
| 2024-09-30 | $615,637 | 2,188 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $815,011 | 3,143 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $682,359 | 2,729 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $446,611 | 1,986 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||