Position in AJG
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$24,104
+$930 QoQ
Shares Held
105
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,145
of 1,284 holders
Holding Since
Dec 2023
11 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, 2026DiNuzzo Private Wealth, Inc. holds $44,169 across 7 Insurance Brokers names. AJG ranks #1 (54.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
105 | $24,104 | |
| 2 | WTW |
Willis Towers Watson PLC
|
27 | $7,056 | |
| 3 | AON |
Aon plc
|
18 | $5,970 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
27 | $4,500 | |
| 5 | ERIE |
Erie Indemnity Co
|
5 | $1,198 | |
| 6 | BRO |
Brown & Brown, Inc.
|
18 | $1,154 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,104 | 105 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $23,174 | 107 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $27,949 | 108 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $33,761 | 109 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $34,893 | 109 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $37,976 | 110 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $31,223 | 110 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $30,950 | 110 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $28,524 | 110 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $14,502 | 58 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $13,267 | 59 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||