Position in AJG
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,673
-$808 QoQ
Shares Held
16
+14.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,218
of 1,284 holders
Holding Since
Dec 2024
4 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, 2026Clark Wealth Partners holds $11,321 across 3 Insurance Brokers names. AJG ranks #2 (32.4% of the industry book) .
All Filings in AJG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,673 | 16 | Shares | Sole | 2026-07-28 | |
| 2025-06-30 | $4,481 | 14 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $4,833 | 14 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $3,122 | 11 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||