Position in AJG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$863,183
+$49,926 QoQ
Shares Held
3,760
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#121
of 328 holders
Holding Since
Mar 2023
14 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, 2026PFG Investments, LLC holds $1,848,896 across 3 Insurance Brokers names. AJG ranks #2 (46.7% of the industry book) .
All Filings in AJG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $863,183 | 3,760 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $813,257 | 3,755 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $918,704 | 3,550 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,098,647 | 3,547 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,146,669 | 3,582 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,234,923 | 3,577 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,013,060 | 3,569 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,003,365 | 3,566 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $923,921 | 3,563 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $942,900 | 3,771 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $733,558 | 3,262 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $662,592 | 2,907 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $402,471 | 1,833 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $349,905 | 1,829 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||