Position in AJG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$663,686
New position
Shares Held
2,891
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#680
of 1,289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CRUX WEALTH ADVISORS holds $1,461,068 across 2 Insurance Brokers names. AJG ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
2,404 | $797,382 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,891 | $663,686 |
All Filings in AJG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,686 | 2,891 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||