Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,268,887
+$1,057,475 QoQ
Shares Held
40,375
+6.5% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#283
of 1,284 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 56%
Shared 2%
None 43%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Pathstone Holdings, LLC holds $61,399,267 across 6 Insurance Brokers names. AJG ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
196,761 | $32,794,155 | |
| 2 | AON |
Aon plc
|
40,897 | $13,565,125 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
40,375 | $9,268,887 | |
| 4 | WTW |
Willis Towers Watson PLC
|
11,366 | $2,970,730 | |
| 5 | BRO |
Brown & Brown, Inc.
|
34,506 | $2,213,558 | |
| 6 | CRVL |
Corvel Corp
|
9,386 | $586,812 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,268,887 | 40,375 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $8,211,412 | 37,914 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $9,759,746 | 37,713 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,492,113 | 46,788 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,735,278 | 36,659 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $13,616,264 | 39,440 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,881,669 | 34,813 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,290,836 | 33,020 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $8,589,643 | 33,125 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,636,721 | 30,542 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,221,712 | 23,220 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||