Position in AJG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,084,258
+$66,766 QoQ
Shares Held
4,723
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#595
of 1,289 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BankPlus Trust Department holds $1,228,550 across 3 Insurance Brokers names. AJG ranks #1 (88.3% of the industry book) .
All Filings in AJG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,084,258 | 4,723 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,017,492 | 4,698 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,224,335 | 4,731 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,622,107 | 5,237 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,707,519 | 5,334 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,700,306 | 4,925 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,502,133 | 5,292 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||