RICHARDSON FINANCIAL SERVICES INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 2012303
MEDWAY, MA
Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$33,287
+$5,782 QoQ
Shares Held
145
+14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,118
of 1,282 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $34,616 across 3 Insurance Brokers names. AJG ranks #1 (96.2% 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 | $33,287 | 145 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $27,505 | 127 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $12,939 | 50 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $66,903 | 216 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $52,499 | 164 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $55,928 | 162 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $45,983 | 162 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $66,121 | 235 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $60,937 | 235 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $58,758 | 235 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $26,985 | 120 | Shares | Sole | 2024-03-04 | |
| No filing history on record for this holder in this stock. | ||||||