BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2010186 CINCINNATI, OH

Position in AJG

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$382,004

+$20,099 QoQ

Shares Held

1,664

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#824

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Financial Services · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $2,585,612 across 6 Insurance Brokers names. AJG ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	13,076	$2,179,376
2	AJG	Arthur J. Gallagher & Co. This page	1,664	$382,004
3	AON	Aon plc	28	$9,287
4	WTW	Willis Towers Watson PLC	28	$7,318
5	ERIE	Erie Indemnity Co	27	$6,473
6	BRO	Brown & Brown, Inc.	18	$1,154

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$382,004	1,664	-0.4%	Shares	Sole	2026-07-24
2026-03-31	$361,905	1,671	+0.1%	Shares	Sole	2026-05-06
2025-12-31	$432,179	1,670	+0.5%	Shares	Sole	2026-01-22
2025-09-30	$514,787	1,662	+0.7%	Shares	Sole	2025-10-09
2025-06-30	$528,198	1,650	-0.1%	Shares	Sole	2025-07-18
2025-03-31	$569,991	1,651	+0.1%	Shares	Sole	2025-04-24
2024-12-31	$468,352	1,650	0.0%	Shares	Sole	2025-01-17
2024-09-30	$464,260	1,650	0.0%	Shares	Sole	2024-10-17
2024-06-30	$427,861	1,650	-8.5%	Shares	Sole	2024-07-12
2024-03-31	$451,072	1,804	0.0%	Shares	Sole	2024-05-09
2023-12-31	$405,683	1,804	0.0%	Shares	Sole	2024-02-14
2023-09-30	$411,185	1,804	0.0%	Shares	Sole	2024-02-14
2023-06-30	$396,104	1,804	0.0%	Shares	Sole	2024-02-14
2023-03-31	$345,123	1,804	0.0%	Shares	Sole	2024-02-14
2022-12-31	$340,126	1,804	0.0%	Shares	Sole	2024-02-14
2022-09-30	$308,880	1,804	0.0%	Shares	Sole	2024-02-14
2022-06-30	$294,124	1,804	0.0%	Shares	Sole	2024-02-14
2022-03-31	$314,978	1,804	0.0%	Shares	Sole	2024-02-14
2021-12-31	$306,084	1,804	+7.4%	Shares	Sole	2024-02-14
2021-09-30	$249,583	1,679	0.0%	Shares	Sole	2024-02-14
2021-06-30	$235,194	1,679	-22.9%	Shares	Sole	2024-02-14
2021-03-31	$271,873	2,179	0.0%	Shares	Sole	2024-02-14
2020-12-31	$269,564	2,179	0.0%	Shares	Sole	2024-02-13
2020-09-30	$230,058	2,179	0.0%	Shares	Sole	2024-02-13
2020-06-30	$212,430	2,179	0.0%	Shares	Sole	2024-02-13
2020-03-31	$177,610	2,179	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.