COMMONWEALTH EQUITY SERVICES, LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 312272
WALTHAM, MA
Position in AJG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,511,078
+$772,459 QoQ
Shares Held
37,074
+3.8% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#291
of 1,291 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $35,649,484 across 8 Insurance Brokers names. AJG ranks #2 (23.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
133,226 | $8,546,447 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
37,074 | $8,511,078 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
49,512 | $8,252,165 | |
| 4 | AON |
Aon plc
|
20,071 | $6,657,349 | |
| 5 | WTW |
Willis Towers Watson PLC
|
5,800 | $1,515,946 | |
| 6 | CRD-A |
Crawford & Co
|
104,536 | $1,178,120 | |
| 7 | ERIE |
Erie Indemnity Co
|
4,023 | $964,514 | |
| 8 | SLQT |
SelectQuote, Inc.
|
28,377 | $23,865 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,511,078 | 37,074 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,738,619 | 35,731 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $9,363,280 | 36,181 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $12,437,919 | 40,156 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $11,965,445 | 37,378 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $12,368,913 | 35,827 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $9,379,255 | 33,043 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $8,723,314 | 31,003 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $7,655,090 | 29,521 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,068,630 | 28,270 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $6,587,184 | 29,292 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $5,619,386 | 24,654 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $5,399,885 | 24,593 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,340,249 | 22,687 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,557,184 | 18,867 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,031,278 | 17,704 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,888,742 | 17,718 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $3,065,277 | 17,556 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,117,346 | 18,373 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,860,143 | 25,968 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,840,713 | 27,418 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $3,241,524 | 25,980 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,157,574 | 25,524 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,742,229 | 25,973 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,411,220 | 24,733 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,056,008 | 25,224 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||