Position in AJG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$189,630,556
+$4,846,236 QoQ
Shares Held
826,025
-3.2% QoQ
Ownership
0.322%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#41
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 72%
Shared 12%
None 16%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $1,507,954,882 across 13 Insurance Brokers names. AJG ranks #4 (12.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
1,240,634 | $411,505,890 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,022,672 | $337,118,740 | |
| 3 | WTW |
Willis Towers Watson PLC
|
1,005,711 | $262,862,682 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
826,025 | $189,630,556 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,660,686 | $106,533,005 | |
| 6 | CRVL |
Corvel Corp
|
1,136,109 | $71,029,532 | |
| 7 | ERIE |
Erie Indemnity Co
|
260,197 | $62,382,229 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
1,346,168 | $35,781,143 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $189,630,556 | 826,025 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $184,784,320 | 853,192 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $208,482,257 | 805,604 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $215,435,937 | 695,538 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $231,651,635 | 723,640 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $254,154,293 | 736,167 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $206,901,101 | 728,910 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $191,466,374 | 680,479 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $174,633,873 | 673,456 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $152,172,341 | 608,592 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $135,066,748 | 600,617 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $144,721,188 | 634,937 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $155,945,198 | 710,230 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $134,357,010 | 702,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $148,781,059 | 789,122 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $146,618,938 | 856,319 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $139,685,985 | 856,759 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $149,692,262 | 857,344 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $142,955,967 | 842,553 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $131,887,928 | 887,238 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $126,896,370 | 905,885 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $113,214,800 | 907,388 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $110,241,816 | 891,131 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $91,112,689 | 862,973 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $82,075,368 | 841,885 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $68,178,387 | 836,442 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||