Position in AJG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$449,498
-$26,111 QoQ
Shares Held
1,958
-10.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#784
of 1,289 holders
Holding Since
Dec 2023
11 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, 2026GC Wealth Management RIA, LLC holds $731,102 across 2 Insurance Brokers names. AJG ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,958 | $449,498 | |
| 2 | AON |
Aon plc
|
849 | $281,604 |
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,498 | 1,958 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $475,609 | 2,196 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $586,676 | 2,267 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,569,451 | 5,067 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $767,007 | 2,396 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $480,228 | 1,391 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $441,386 | 1,555 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $469,606 | 1,669 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $427,083 | 1,647 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $416,566 | 1,666 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $291,444 | 1,296 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||