Envestnet Portfolio Solutions, Inc.
Position in AJG — Arthur J. Gallagher & Co.
CIK 1998033
BERWYN, PA
Position in AJG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,404,050
-$625,737 QoQ
Shares Held
6,116
-34.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#546
of 1,284 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $3,371,724 across 3 Insurance Brokers names. AJG ranks #2 (41.6% of the industry book) .
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,050 | 6,116 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,029,787 | 9,372 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,029,512 | 27,163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $21,429,361 | 69,185 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $23,027,512 | 71,934 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $21,629,631 | 62,651 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $23,193,667 | 81,711 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,393,383 | 83,141 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $22,289,768 | 85,958 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $21,229,646 | 84,905 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $17,878,859 | 79,504 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,282,463 | 53,887 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||