EVOLVE PRIVATE WEALTH, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2111131 LOS ANGELES, CA

Position in AJG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$822,549

New position

Shares Held

3,583

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#641

of 1,289 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 95% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $3,692,007 across 5 Insurance Brokers names. AJG ranks #3 (22.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	3,389	$1,124,097
2	MRSH	Marsh & Mclennan Companies, Inc.	5,268	$878,017
3	AJG	Arthur J. Gallagher & Co. This page	3,583	$822,549
4	WTW	Willis Towers Watson PLC	2,025	$529,274
5	BRO	Brown & Brown, Inc.	5,270	$338,070

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$822,549	3,583	—	Shares	Defined	2026-08-12
No filing history on record for this holder in this stock.