HFM Investment Advisors, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2067972 GLASSBORO, NJ

Position in AJG

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,606

+$1,173 QoQ

Shares Held

+250.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,252

of 1,284 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HFM Investment Advisors, LLC holds $11,012 across 6 Insurance Brokers names. AJG ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	14	$4,643
2	MRSH	Marsh & Mclennan Companies, Inc.	13	$2,166
3	WTW	Willis Towers Watson PLC	8	$2,090
4	AJG	Arthur J. Gallagher & Co. This page	7	$1,606
5	BRO	Brown & Brown, Inc.	5	$320
6	CRVL	Corvel Corp	3	$187

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,606	7	+250.0%	Shares	Sole	2026-08-04
2026-03-31	$433	2	-60.0%	Shares	Sole	2026-05-01
2025-12-31	$1,293	5	+25.0%	Shares	Sole	2026-02-05
2025-09-30	$1,238	4	0.0%	Shares	Sole	2025-11-12
2025-06-30	$1,280	4	+100.0%	Shares	Sole	2025-07-22
2025-03-31	$690	2	—	Shares	Sole	2025-05-16
No filing history on record for this holder in this stock.