Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,519,089
+$8,869,643 QoQ
Shares Held
311,535
+7.7% QoQ
Ownership
0.122%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#92
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SEI INVESTMENTS CO holds $390,695,312 across 14 Insurance Brokers names. AJG ranks #3 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
385,948 | $128,015,091 | |
| 2 | WTW |
Willis Towers Watson PLC
|
364,301 | $95,217,351 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
311,535 | $71,519,089 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
396,087 | $66,015,819 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
446,679 | $11,872,726 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
119,264 | $5,784,304 | |
| 7 | BRO |
Brown & Brown, Inc.
|
71,268 | $4,571,842 | |
| 8 | CRVL |
Corvel Corp
|
66,581 | $4,162,643 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,519,089 | 311,535 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||