Provenance Wealth Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2081584
FORT LAUDERDALE, FL
Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,606
+$90 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,255
of 1,289 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Provenance Wealth Advisors, LLC holds $56,120 across 4 Insurance Brokers names. AJG ranks #3 (2.9% of the industry book) .
All Filings in AJG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,516 | 7 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,811 | 7 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,168 | 7 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,240 | 7 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,416 | 7 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $1,986 | 7 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $1,969 | 7 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $1,815 | 7 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $1,750 | 7 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $1,574 | 7 | Shares | Sole | 2025-08-15 | |
| 2023-09-30 | $1,367 | 6 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||