Position in AJG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$287,880
-$43,703 QoQ
Shares Held
1,254
-18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#883
of 1,264 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $495,517 across 2 Insurance Brokers names. AJG ranks #1 (58.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,254 | $287,880 | |
| 2 | AON |
Aon plc
|
626 | $207,637 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,880 | 1,254 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $331,583 | 1,531 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||