Farther Finance Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1992825 SAN FRANCISCO, CA

Position in AJG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,492,893

+$34,011 QoQ

Shares Held

6,503

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#118

of 409 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Farther Finance Advisors, LLC holds $5,122,586 across 15 Insurance Brokers names. AJG ranks #2 (29.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,005	$1,660,108
2	AJG	Arthur J. Gallagher & Co. This page	6,503	$1,492,893
3	MRSH	Marsh & Mclennan Companies, Inc.	7,543	$1,257,191
4	WTW	Willis Towers Watson PLC	1,022	$267,120
5	CRD-A	Crawford & Co	15,175	$171,022
6	BRO	Brown & Brown, Inc.	2,662	$170,767
7	ERIE	Erie Indemnity Co	148	$35,483
8	CRVL	Corvel Corp	424	$26,508

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,492,893	6,503	-3.5%	Shares	Sole	2026-07-17
2026-03-31	$1,458,882	6,736	-7.2%	Shares	Sole	2026-04-07
2025-12-31	$1,878,039	7,257	-21.5%	Shares	Sole	2026-01-23
2025-09-30	$2,865,095	9,250	+17.5%	Shares	Sole	2025-10-14
2025-06-30	$2,519,984	7,872	-9.4%	Shares	Sole	2025-07-11
2025-03-31	$2,999,099	8,687	-7.6%	Shares	Sole	2025-04-14
2024-12-31	$2,669,325	9,404	+7.5%	Shares	Sole	2025-02-10
2024-09-30	$2,460,862	8,746	-0.3%	Shares	Sole	2024-10-29
2024-06-30	$2,275,185	8,774	+0.6%	Shares	Sole	2024-07-31
2024-03-31	$2,181,849	8,726	+19.8%	Shares	Sole	2024-05-14
2023-12-31	$1,638,025	7,284	+459.0%	Shares	Sole	2024-02-15
2023-09-30	$296,992	1,303	+792.5%	Shares	Sole	2023-11-14
2023-06-30	$32,057	146	+12.3%	Shares	Sole	2024-05-14
2023-03-31	$24,870	130	+27.5%	Shares	Sole	2024-05-14
2022-12-31	$19,231	102	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.