NEOS Investment Management LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2001019 Westport, CT

Position in AJG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$9,585,924

+$1,641,120 QoQ

Shares Held

41,756

+13.8% QoQ

Ownership

0.016%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#280

of 1,284 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NEOS Investment Management LLC holds $41,952,555 across 6 Insurance Brokers names. AJG ranks #3 (22.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	78,716	$13,119,595
2	AON	Aon plc	34,465	$11,431,695
3	AJG	Arthur J. Gallagher & Co. This page	41,756	$9,585,924
4	WTW	Willis Towers Watson PLC	14,890	$3,891,799
5	BRO	Brown & Brown, Inc.	47,517	$3,048,215
6	ERIE	Erie Indemnity Co	3,651	$875,327

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,585,924	41,756	+13.8%	Shares	Sole	2026-08-11
2026-03-31	$7,944,804	36,683	+19.9%	Shares	Sole	2026-05-15
2025-12-31	$7,917,161	30,593	+19.3%	Shares	Other	2026-02-17
2025-09-30	$7,943,281	25,645	+50.3%	Shares	Other	2025-11-07
2025-06-30	$5,462,846	17,065	+26.5%	Shares	Other	2025-08-13
2025-03-31	$4,659,012	13,495	+22.8%	Shares	Sole	2025-05-15
2024-12-31	$3,118,943	10,988	+29.2%	Shares	Sole	2025-02-12
2024-09-30	$2,392,489	8,503	+23.6%	Shares	Sole	2024-11-13
2024-06-30	$1,783,793	6,879	+40.8%	Shares	Sole	2024-08-14
2024-03-31	$1,221,945	4,887	+59.8%	Shares	Sole	2024-05-13
2023-12-31	$687,907	3,059	+36.9%	Shares	Other	2024-02-13
2023-09-30	$509,195	2,234	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.