Medallion Wealth Advisors, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 2131139
FARMINGTON, CT
Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$229
-$66,260 QoQ
Shares Held
1
-99.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,280
of 1,284 holders
Holding Since
Sep 2025
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, 2026Medallion Wealth Advisors, LLC holds $33,795 across 4 Insurance Brokers names. AJG ranks #3 (0.7% 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 | $229 | 1 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $66,489 | 307 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $69,094 | 267 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $50,486 | 163 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||