PATRICK M SWEENEY & ASSOCIATES, INC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2010453
LIBERTYVILLE, IL
Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$392,564
+$36,290 QoQ
Shares Held
1,710
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#819
of 1,289 holders
Holding Since
Dec 2023
11 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, 2026PATRICK M SWEENEY & ASSOCIATES, INC holds $1,370,584 across 3 Insurance Brokers names. AJG ranks #3 (28.6% of the industry book) .
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,564 | 1,710 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $356,274 | 1,645 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $416,651 | 1,610 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $518,814 | 1,675 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $536,201 | 1,675 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $586,908 | 1,700 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $482,545 | 1,700 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $478,329 | 1,700 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $444,716 | 1,715 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $428,818 | 1,715 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $364,980 | 1,623 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||