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Clifford Group, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1965522 WAYLAND, MA

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$481,178
+$48,235 QoQ
Shares Held
2,096
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#760
of 1,284 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, 2026

Clifford Group, LLC holds $693,791 across 2 Insurance Brokers names. AJG ranks #1 (69.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AJG
Arthur J. Gallagher & Co.
This page
2,096 $481,178

All Filings in AJG

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $481,178 2,096
2026-03-31 $432,943 1,999
2025-12-31 $557,951 2,156
2025-09-30 $672,445 2,171
2025-06-30 $706,504 2,207
2025-03-31 $758,492 2,197
2024-12-31 $658,248 2,319
2024-09-30 $647,713 2,302
2024-06-30 $609,119 2,349
2024-03-31 $599,595 2,398
2023-12-31 $516,774 2,298
2023-09-30 $524,239 2,300
2023-06-30 $627,091 2,856
2023-03-31 $485,736 2,539
2022-12-31 $462,111 2,451