Unique Wealth Strategies, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2009809
BURR RIDGE, IL
Position in AJG
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$813,596
+$811,003 QoQ
Shares Held
3,544
+35340.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#640
of 1,284 holders
Holding Since
Jun 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $1,411,301 across 2 Insurance Brokers names. AJG ranks #1 (57.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
3,544 | $813,596 | |
| 2 | AON |
Aon plc
|
1,802 | $597,705 |
All Filings in AJG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $813,596 | 3,544 | Shares | Sole | 2026-07-15 | |
| 2024-06-30 | $2,593 | 10 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||