SAGESPRING WEALTH PARTNERS, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2056425
FRANKLIN, TN
Position in AJG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$658,636
+$126,499 QoQ
Shares Held
2,869
+16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#684
of 1,289 holders
Holding Since
Dec 2024
7 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $2,231,808 across 3 Insurance Brokers names. AJG ranks #3 (29.5% of the industry book) .
All Filings in AJG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $658,636 | 2,869 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $532,137 | 2,457 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $524,049 | 2,025 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $557,222 | 1,799 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $563,731 | 1,761 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $494,038 | 1,431 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $330,969 | 1,166 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||