Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,337,014
+$398,358 QoQ
Shares Held
5,824
+34.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#551
of 1,284 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $3,966,189 across 4 Insurance Brokers names. AJG ranks #1 (33.7% of the industry book) .
All Filings in AJG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,337,014 | 5,824 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $938,656 | 4,334 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,158,343 | 4,476 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,341,174 | 4,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,376,195 | 4,299 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,413,411 | 4,094 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,114,678 | 3,927 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,026,156 | 3,647 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $945,702 | 3,647 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $871,889 | 3,487 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $856,342 | 3,808 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $761,057 | 3,339 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $591,301 | 2,693 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $514,814 | 2,691 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $706,458 | 3,747 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $642,245 | 3,751 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $610,910 | 3,747 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $654,225 | 3,747 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $757,236 | 4,463 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $663,424 | 4,463 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $625,176 | 4,463 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $542,873 | 4,351 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $538,261 | 4,351 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $459,378 | 4,351 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $424,958 | 4,359 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||