EVOLUTION WEALTH MANAGEMENT INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 2010029
FORT MYERS, FL
Position in AJG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$9,871
+$559 QoQ
Shares Held
43
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,187
of 1,283 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $21,019 across 3 Insurance Brokers names. AJG ranks #1 (47.0% of the industry book) .
All Filings in AJG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,871 | 43 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $9,312 | 43 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,952 | 23 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,867 | 48 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $15,365 | 48 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||