Caldwell Trust Co

Bank

Position in AJG — Arthur J. Gallagher & Co.

CIK 2080218 Venice, FL

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$239,671

-$89,963 QoQ

Shares Held

1,044

-31.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#965

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $2,610,383 across 4 Insurance Brokers names. AJG ranks #3 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	5,200	$1,724,788
2	MRSH	Marsh & Mclennan Companies, Inc.	3,531	$588,510
3	AJG	Arthur J. Gallagher & Co. This page	1,044	$239,671
4	BRO	Brown & Brown, Inc.	895	$57,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$239,671	1,044	-31.4%	Shares	Sole	2026-08-03
2026-03-31	$329,634	1,522	-38.1%	Shares	Sole	2026-04-22
2025-12-31	$636,105	2,458	+27.0%	Shares	Sole	2026-01-30
2025-09-30	$599,346	1,935	-3.2%	Shares	Sole	2025-10-23
2025-06-30	$639,599	1,998	+2.8%	Shares	Sole	2025-09-22
2025-03-31	$671,146	1,944	+15.7%	Shares	Sole	2025-09-23
2024-12-31	$476,868	1,680	+9.2%	Shares	Sole	2025-09-24
2024-09-30	$432,747	1,538	+9.7%	Shares	Sole	2025-09-24
2024-06-30	$363,552	1,402	+2.3%	Shares	Sole	2025-09-24
2024-03-31	$342,554	1,370	+25.0%	Shares	Sole	2025-09-24
2023-12-31	$246,468	1,096	+5.3%	Shares	Sole	2025-10-01
2023-09-30	$237,275	1,041	+35.9%	Shares	Sole	2025-10-01
2023-06-30	$168,190	766	+47.3%	Shares	Sole	2025-10-01
2023-03-31	$99,481	520	+15.6%	Shares	Sole	2025-10-01
2022-12-31	$84,843	450	0.0%	Shares	Sole	2025-10-01
2022-09-30	$77,049	450	0.0%	Shares	Sole	2025-10-01
2022-06-30	$73,368	450	0.0%	Shares	Sole	2025-10-02
2022-03-31	$78,570	450	0.0%	Shares	Sole	2025-10-02
2021-12-31	$76,351	450	-50.0%	Shares	Sole	2025-10-02
2021-09-30	$133,785	900	0.0%	Shares	Sole	2025-10-02
2021-06-30	$126,072	900	0.0%	Shares	Sole	2025-10-02
2021-03-31	$112,293	900	0.0%	Shares	Sole	2025-10-02
2020-12-31	$111,339	900	0.0%	Shares	Sole	2025-10-02
2020-09-30	$95,022	900	0.0%	Shares	Sole	2025-10-02
2020-06-30	$87,741	900	0.0%	Shares	Sole	2025-10-02
2020-03-31	$73,359	900	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.