Aventura Private Wealth, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2074418 AVENTURA, FL

Position in AJG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$374,887

-$108,736 QoQ

Shares Held

1,633

-26.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#827

of 1,284 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aventura Private Wealth, LLC holds $430,397 across 6 Insurance Brokers names. AJG ranks #1 (87.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	1,633	$374,887
2	MRSH	Marsh & Mclennan Companies, Inc.	246	$41,000
3	CRVL	Corvel Corp	132	$8,252
4	AON	Aon plc	13	$4,311
5	WTW	Willis Towers Watson PLC	5	$1,306
6	BRO	Brown & Brown, Inc.	10	$641

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,887	1,633	-26.9%	Shares	Sole	2026-07-15
2026-03-31	$483,623	2,233	-5.1%	Shares	Sole	2026-05-06
2025-12-31	$608,674	2,352	-11.4%	Shares	Sole	2026-01-07
2025-09-30	$822,359	2,655	-5.0%	Shares	Sole	2026-01-07
2025-06-30	$894,415	2,794	-4.1%	Shares	Sole	2026-01-07
2025-03-31	$1,006,029	2,914	+6.4%	Shares	Sole	2026-01-07
2024-12-31	$777,181	2,738	—	Shares	Sole	2026-01-07
No filing history on record for this holder in this stock.