Ascentis Wealth Management, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2032602 DALLAS, TX

Position in AJG

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

Position Value

$319,305

New position

Shares Held

1,391

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#873

of 1,284 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $970,554 across 6 Insurance Brokers names. AJG ranks #2 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	1,120	$371,461
2	AJG	Arthur J. Gallagher & Co. This page	1,391	$319,305
3	WTW	Willis Towers Watson PLC	970	$253,509
4	BRO	Brown & Brown, Inc.	160	$10,263
5	ERIE	Erie Indemnity Co	39	$9,350
6	MRSH	Marsh & Mclennan Companies, Inc.	40	$6,666

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,305	1,391	—	Shares	Sole	2026-07-30
No filing history on record for this holder in this stock.