Position in AJG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,279
-$1,001 QoQ
Shares Held
23
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,211
of 1,284 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Aspect Partners, LLC holds $56,344 across 6 Insurance Brokers names. AJG ranks #6 (9.4% of the industry book) .
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,279 | 23 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $6,280 | 29 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $8,021 | 31 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,052 | 26 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $6,402 | 20 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $6,904 | 20 | Shares | Other | 2025-04-24 | |
| 2024-12-31 | $5,677 | 20 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $6,752 | 24 | Shares | Other | 2024-10-15 | |
| 2024-06-30 | $6,223 | 24 | Shares | Other | 2024-07-15 | |
| 2024-03-31 | $6,000 | 24 | Shares | Other | 2024-05-17 | |
| 2023-12-31 | $5,397 | 24 | Shares | Other | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||