Savvy Advisors, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 2003633 NEW YORK, NY

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$966,260

+$179,209 QoQ

Shares Held

4,209

+15.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#613

of 1,284 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Savvy Advisors, Inc. holds $2,466,274 across 5 Insurance Brokers names. AJG ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	4,209	$966,260
2	BRO	Brown & Brown, Inc.	8,122	$521,026
3	MRSH	Marsh & Mclennan Companies, Inc.	2,417	$402,841
4	AON	Aon plc	913	$302,832
5	ERIE	Erie Indemnity Co	1,140	$273,315

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$966,260	4,209	+15.8%	Shares	Sole	2026-08-03
2026-03-31	$787,051	3,634	+159.2%	Shares	Sole	2026-05-11
2025-12-31	$362,823	1,402	+13.5%	Shares	Sole	2026-01-20
2025-09-30	$382,528	1,235	-9.1%	Shares	Sole	2025-11-06
2025-06-30	$434,722	1,358	+18.1%	Shares	Sole	2025-08-04
2025-03-31	$397,026	1,150	-6.2%	Shares	Sole	2025-05-12
2024-12-31	$348,000	1,226	+8.5%	Shares	Sole	2025-02-13
2024-09-30	$317,948	1,130	+26.4%	Shares	Sole	2024-11-05
2024-06-30	$231,823	894	—	Shares	Sole	2024-08-14
No filing history on record for this holder in this stock.