Position in AJG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$62,649,446
+$7,645,185 QoQ
Shares Held
289,267
+36.1% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.08%
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)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $393,281,105 across 16 Insurance Brokers names. AJG ranks #3 (15.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
451,925 | $145,872,350 | |
| 2 | WTW |
Willis Towers Watson PLC
|
265,556 | $77,197,128 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
289,267 | $62,649,446 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
334,007 | $57,933,513 | |
| 5 | BRO |
Brown & Brown, Inc.
|
376,761 | $24,568,584 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
456,174 | $10,008,457 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
163,452 | $6,972,861 | |
| 8 | CRVL |
Corvel Corp
|
66,574 | $3,638,268 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,649,446 | 289,267 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $55,004,261 | 212,544 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,445,902 | 204,836 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $123,189,218 | 384,822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $133,723,189 | 387,334 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $210,828,451 | 742,746 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $51,327,795 | 182,421 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $52,010,065 | 200,571 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $48,649,782 | 194,568 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $39,188,937 | 174,266 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $29,092,528 | 127,638 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $28,433,655 | 129,497 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $19,720,424 | 103,081 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $14,881,838 | 78,932 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $13,822,419 | 80,729 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,359,572 | 75,807 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $14,327,850 | 82,061 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $16,492,093 | 97,201 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,882,392 | 100,117 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $15,175,286 | 108,333 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $14,287,911 | 114,514 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $14,772,829 | 119,415 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $14,671,713 | 138,963 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $12,228,852 | 125,437 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $8,383,629 | 102,854 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||