Modern Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2001900 KANSAS CITY, MO

Position in AJG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$334,711

New position

Shares Held

1,458

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#856

of 1,284 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

Modern Wealth Management, LLC holds $2,619,789 across 5 Insurance Brokers names. AJG ranks #2 (12.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	4,497	$1,491,608
2	AJG	Arthur J. Gallagher & Co. This page	1,458	$334,711
3	WTW	Willis Towers Watson PLC	1,202	$314,164
4	MRSH	Marsh & Mclennan Companies, Inc.	1,648	$274,669
5	BRO	Brown & Brown, Inc.	3,190	$204,637

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$334,711	1,458	—	Shares	Other	2026-08-14
No filing history on record for this holder in this stock.