Position in AJG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,953
-$75,729 QoQ
Shares Held
39
-90.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,193
of 1,284 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Whipplewood Advisors, LLC holds $23,732 across 4 Insurance Brokers names. AJG ranks #2 (37.7% of the industry book) .
All Filings in AJG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,953 | 39 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $84,682 | 391 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,434 | 21 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $263,777 | 824 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $320,727 | 1,013 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $244,109 | 860 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||