Mowery & Schoenfeld Wealth Management, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2019946
LINCOLNSHIRE, IL
Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$216,254
-$3,358 QoQ
Shares Held
942
-7.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#1,001
of 1,284 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $280,755 across 2 Insurance Brokers names. AJG ranks #1 (77.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
942 | $216,254 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
387 | $64,501 |
All Filings in AJG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,254 | 942 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $219,612 | 1,014 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $281,304 | 1,087 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $372,617 | 1,203 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $385,104 | 1,203 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $436,038 | 1,263 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $426,626 | 1,503 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $450,192 | 1,600 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $426,046 | 1,643 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $410,815 | 1,643 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $406,133 | 1,806 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||