Frank, Rimerman Advisors LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1977560 Palo Alto, CA

Position in AJG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,348,264

+$76,507 QoQ

Shares Held

5,873

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#550

of 1,284 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $3,188,756 across 4 Insurance Brokers names. AJG ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	5,873	$1,348,264
2	AON	Aon plc	3,215	$1,066,383
3	MRSH	Marsh & Mclennan Companies, Inc.	3,115	$519,177
4	BRO	Brown & Brown, Inc.	3,974	$254,932

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,348,264	5,873	+0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,271,757	5,872	-1.1%	Shares	Sole	2026-04-29
2025-12-31	$1,535,918	5,935	-1.9%	Shares	Sole	2026-01-15
2025-09-30	$1,874,236	6,051	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$1,925,201	6,014	-4.4%	Shares	Sole	2025-08-11
2025-03-31	$2,172,250	6,292	+0.6%	Shares	Sole	2025-05-12
2024-12-31	$1,774,630	6,252	+3.2%	Shares	Sole	2025-02-10
2024-09-30	$1,704,258	6,057	+0.1%	Shares	Sole	2024-10-24
2024-06-30	$1,568,566	6,049	—	Shares	Sole	2024-08-13
No filing history on record for this holder in this stock.