ACTION POINT FINANCIAL PLANNING, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2116119
GRAND RAPIDS, MI
Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$16,982
New position
Shares Held
74
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,169
of 1,289 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, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $255,892 across 7 Insurance Brokers names. AJG ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,150 | $191,665 | |
| 2 | AON |
Aon plc
|
86 | $28,519 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
74 | $16,982 | |
| 4 | WTW |
Willis Towers Watson PLC
|
49 | $12,804 | |
| 5 | BRO |
Brown & Brown, Inc.
|
50 | $3,205 | |
| 6 | ERIE |
Erie Indemnity Co
|
9 | $2,155 | |
| 7 | CRVL |
Corvel Corp
|
9 | $562 |
All Filings in AJG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,982 | 74 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||