Position in AJG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$137,383,838
-$37,114,375 QoQ
Shares Held
634,333
-5.9% QoQ
Ownership
0.247%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Mar 31, 2026CallValue
$1,082,900
CallShares
5,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026BARCLAYS PLC holds $926,668,528 across 17 Insurance Brokers names. AJG ranks #4 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
3,679,770 | $239,957,799 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,375,355 | $238,555,324 | |
| 3 | AON |
Aon plc
|
600,554 | $193,846,819 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
634,333 | $137,383,838 | |
| 5 | WTW |
Willis Towers Watson PLC
|
283,389 | $82,381,180 | |
| 6 | ERIE |
Erie Indemnity Co
|
122,949 | $30,898,311 | |
| 7 | CRD-A |
Crawford & Co
|
128,700 | $1,283,137 | |
| 8 | ARX |
Accelerant Holdings
|
46,693 | $623,817 |
All Filings in AJG
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,082,900 | 5,000 | Call | Defined | 2026-05-15 | |
| 2026-03-31 | $137,383,838 | 634,333 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $4,373,551 | 16,900 | Call | Sole | 2026-02-13 | |
| 2025-12-31 | $174,498,213 | 674,285 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $251,274,713 | 811,244 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $249,024,868 | 777,911 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $219,929,616 | 637,034 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $150,736,838 | 531,044 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $167,507,720 | 595,329 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $157,235,210 | 606,360 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $211,192,034 | 844,633 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $166,710,290 | 741,330 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $179,763,602 | 788,679 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $105,923,860 | 482,415 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $46,005,271 | 240,475 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $70,030,730 | 371,437 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $58,734,623 | 343,036 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $62,538,230 | 383,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $77,158,707 | 441,917 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $95,218,803 | 561,200 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $76,375,329 | 513,793 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $79,340,609 | 566,395 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $47,252,643 | 378,718 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,714,744 | 321,031 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $27,496,621 | 260,434 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,792,411 | 182,505 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $17,117,344 | 210,003 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||