Diversify Advisory Services, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2021232 SANDY, UT

Position in AJG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$281,223

+$13,923 QoQ

Shares Held

1,225

+46.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#908

of 1,284 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Diversify Advisory Services, LLC holds $2,214,567 across 4 Insurance Brokers names. AJG ranks #3 (12.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,644	$1,208,678
2	MRSH	Marsh & Mclennan Companies, Inc.	2,717	$452,842
3	AJG	Arthur J. Gallagher & Co. This page	1,225	$281,223
4	WTW	Willis Towers Watson PLC	1,040	$271,824

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,223	1,225	+46.7%	Shares	Sole	2026-08-10
2025-06-30	$267,300	835	+3.3%	Shares	Sole	2025-08-14
2025-03-31	$278,953	808	+1.8%	Shares	Sole	2025-05-05
2024-12-31	$225,376	794	—	Shares	Sole	2025-01-16
No filing history on record for this holder in this stock.