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Downshift Financial, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 2118380 BOULDER, CO

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$459
New position
Shares Held
2
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,269
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, 2026

Downshift Financial, LLC holds $3,290 across 3 Insurance Brokers names. AJG ranks #2 (14.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 AJG
Arthur J. Gallagher & Co.
This page
2 $459

All Filings in AJG

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $459 2