Pine Valley Investments Ltd Liability Co

Position in AJG — Arthur J. Gallagher & Co.

CIK 1975417 MARLTON, NJ

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,124,440

+$234,780 QoQ

Shares Held

9,254

+6.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#483

of 1,284 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $6,267,163 across 4 Insurance Brokers names. AJG ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	10,217	$3,388,876
2	AJG	Arthur J. Gallagher & Co. This page	9,254	$2,124,440
3	BRO	Brown & Brown, Inc.	6,381	$409,341
4	MRSH	Marsh & Mclennan Companies, Inc.	2,067	$344,506

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,124,440	9,254	+6.1%	Shares	Sole	2026-07-24
2026-03-31	$1,889,660	8,725	+32.7%	Shares	Sole	2026-06-08
2025-12-31	$1,701,285	6,574	-3.1%	Shares	Sole	2026-02-13
2025-09-30	$2,101,585	6,785	-3.3%	Shares	Sole	2026-02-17
2025-06-30	$2,246,282	7,017	+4.1%	Shares	Sole	2026-02-17
2025-03-31	$2,327,262	6,741	-23.3%	Shares	Sole	2026-02-17
2024-12-31	$2,494,757	8,789	-10.2%	Shares	Sole	2025-02-04
2024-09-30	$2,754,330	9,789	+2.9%	Shares	Sole	2024-11-25
2024-06-30	$2,467,853	9,517	+13.5%	Shares	Sole	2024-07-30
2024-03-31	$2,097,335	8,388	+8.8%	Shares	Sole	2024-05-08
2023-12-31	$1,733,599	7,709	+22.0%	Shares	Sole	2024-02-14
2023-09-30	$1,440,061	6,318	+18.7%	Shares	Sole	2023-11-08
2023-06-30	$1,168,551	5,322	+5.3%	Shares	Sole	2023-08-14
2023-03-31	$966,498	5,052	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.