Concurrent Investment Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2001015 Tampa, FL

Position in AJG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,570,974

+$3,275,010 QoQ

Shares Held

24,267

+128.9% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#342

of 1,284 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $11,682,458 across 5 Insurance Brokers names. AJG ranks #1 (47.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	24,267	$5,570,974
2	MRSH	Marsh & Mclennan Companies, Inc.	17,547	$2,924,557
3	AON	Aon plc	5,805	$1,925,460
4	BRO	Brown & Brown, Inc.	9,890	$634,442
5	WTW	Willis Towers Watson PLC	2,399	$627,025

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,570,974	24,267	+128.9%	Shares	Sole	2026-07-27
2026-03-31	$2,295,964	10,601	+0.1%	Shares	Sole	2026-04-21
2025-12-31	$2,741,620	10,594	+31.1%	Shares	Sole	2026-01-29
2025-09-30	$2,503,628	8,083	+3.9%	Shares	Sole	2025-10-27
2025-06-30	$2,491,493	7,783	+2.0%	Shares	Sole	2025-07-25
2025-03-31	$2,633,835	7,629	-4.4%	Shares	Sole	2025-04-29
2024-12-31	$2,264,839	7,979	+4.7%	Shares	Sole	2025-02-03
2024-09-30	$2,145,164	7,624	-1.6%	Shares	Sole	2024-10-30
2024-06-30	$2,008,615	7,746	+14.2%	Shares	Sole	2024-07-30
2024-03-31	$1,696,021	6,783	+18.0%	Shares	Sole	2024-05-07
2023-12-31	$1,292,610	5,748	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.