WEST PACES ADVISORS INC.

Position in AJG — Arthur J. Gallagher & Co.

CIK 2004720 ATLANTA, GA

Position in AJG

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$346,650

+$21,780 QoQ

Shares Held

1,510

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#840

of 1,284 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $767,323 across 5 Insurance Brokers names. AJG ranks #1 (45.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,510	$346,650
2	AON	Aon plc	665	$220,573
3	MRSH	Marsh & Mclennan Companies, Inc.	1,141	$190,170
4	BRO	Brown & Brown, Inc.	117	$7,505
5	GSHD	Goosehead Insurance, Inc.	50	$2,425

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,650	1,510	+0.7%	Shares	Sole	2026-07-20
2026-03-31	$324,870	1,500	0.0%	Shares	Sole	2026-05-05
2025-12-31	$388,185	1,500	0.0%	Shares	Sole	2026-01-21
2025-09-30	$464,610	1,500	0.0%	Shares	Sole	2025-10-22
2025-06-30	$480,180	1,500	0.0%	Shares	Sole	2025-07-23
2025-03-31	$517,860	1,500	0.0%	Shares	Sole	2025-04-15
2024-12-31	$425,775	1,500	0.0%	Shares	Sole	2025-02-14
2024-09-30	$422,055	1,500	+49900.0%	Shares	Sole	2024-10-15
2023-12-31	$674	3	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.