DIVERSIFY WEALTH MANAGEMENT, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2030780 SANDY, UT

Position in AJG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$281,223

+$37,354 QoQ

Shares Held

1,225

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#906

of 1,284 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, 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

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$281,223	1,225	+8.8%	Shares	Sole	2026-07-30
2026-03-31	$243,869	1,126	—	Shares	Sole	2026-05-01
No filing history on record for this holder in this stock.