Wealth Enhancement Trust Services, Inc.

Position in AJG — Arthur J. Gallagher & Co.

CIK 2067696 SIOUX FALLS, SD

Position in AJG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,067,500

+$208,328 QoQ

Shares Held

4,650

+17.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#581

of 1,264 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Financial Services · as of Jun 30, 2026

Wealth Enhancement Trust Services, Inc. holds $1,177,312 across 6 Insurance Brokers names. AJG ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	4,650	$1,067,500
2	MRSH	Marsh & Mclennan Companies, Inc.	553	$92,168
3	AON	Aon plc	46	$15,257
4	CRVL	Corvel Corp	30	$1,875
5	SLQT	SelectQuote, Inc.	351	$295
6	EHTH	eHealth, Inc.	146	$217

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,067,500	4,650	+17.2%	Shares	Sole	2026-07-22
2026-03-31	$859,172	3,967	+14.2%	Shares	Defined	2026-04-08
2025-12-31	$899,035	3,474	—	Shares	Defined	2026-01-27
No filing history on record for this holder in this stock.