Turtle Creek Wealth Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2007171
DALLAS, TX
Position in AJG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$211,893
-$69,011 QoQ
Shares Held
923
-28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,009
of 1,284 holders
Holding Since
Dec 2023
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Turtle Creek Wealth Advisors, LLC holds $1,203,325 across 3 Insurance Brokers names. AJG ranks #3 (17.6% of the industry book) .
All Filings in AJG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,893 | 923 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $280,904 | 1,297 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $238,190 | 769 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $6,296 | 28 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||