Position in AJG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$463,960
New position
Shares Held
2,021
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#771
of 1,284 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SPWM Advisors LLC holds $818,868 across 2 Insurance Brokers names. AJG ranks #1 (56.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,021 | $463,960 | |
| 2 | AON |
Aon plc
|
1,070 | $354,908 |
All Filings in AJG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $463,960 | 2,021 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||