Advyzon Investment Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2011872 LISLE, IL

Position in AJG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$487,521

+$109,688 QoQ

Shares Held

2,251

+54.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Advyzon Investment Management, LLC holds $1,664,526 across 3 Insurance Brokers names. AJG ranks #2 (29.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	5,166	$896,041
2	AJG	Arthur J. Gallagher & Co. This page	2,251	$487,521
3	CRD-A	Crawford & Co	28,181	$280,964

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$487,521	2,251	+54.2%	Shares	Other	2026-05-12
2025-12-31	$377,833	1,460	+85.3%	Shares	Sole	2026-02-13
2025-06-30	$252,254	788	—	Shares	Other	2025-08-08
No filing history on record for this holder in this stock.