Position in AJG
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$9,641
+$6,826 QoQ
Shares Held
42
+223.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,188
of 1,283 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $33,252 across 3 Insurance Brokers names. AJG ranks #3 (29.0% of the industry book) .
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,641 | 42 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $2,815 | 13 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,917 | 19 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,194 | 20 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,762 | 18 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,726 | 5 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $0 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $0 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||