Position in AJG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$366,623
+$22,695 QoQ
Shares Held
1,597
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#830
of 1,284 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $1,587,954 across 3 Insurance Brokers names. AJG ranks #3 (23.1% of the industry book) .
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,623 | 1,597 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $343,928 | 1,588 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $337,978 | 1,306 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $480,716 | 1,552 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $522,115 | 1,631 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $576,896 | 1,671 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $392,848 | 1,384 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $371,408 | 1,320 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $262,162 | 1,011 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $202,782 | 811 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||