Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$48,838,492
+$1,418,301 QoQ
Shares Held
212,739
-2.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#114
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026FIFTH THIRD BANCORP holds $104,655,235 across 11 Insurance Brokers names. AJG ranks #1 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
212,739 | $48,838,492 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
187,105 | $31,184,790 | |
| 3 | AON |
Aon plc
|
27,411 | $9,091,954 | |
| 4 | BWIN |
Baldwin Insurance Group, Inc.
|
185,553 | $4,931,998 | |
| 5 | BRO |
Brown & Brown, Inc.
|
60,948 | $3,909,814 | |
| 6 | NP |
Neptune Insurance Holdings Inc.
|
63,450 | $1,998,675 | |
| 7 | ERIE |
Erie Indemnity Co
|
6,207 | $1,488,128 | |
| 8 | WTW |
Willis Towers Watson PLC
|
5,527 | $1,444,591 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,838,492 | 212,739 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $47,420,191 | 218,950 | Shares | Defined | 2026-05-01 | |
| 2025-12-31 | $6,108,996 | 23,606 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $7,869,564 | 25,407 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $8,220,041 | 25,678 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $9,553,136 | 27,671 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $7,690,631 | 27,094 | Shares | Defined | 2025-01-21 | |
| 2024-09-30 | $7,510,046 | 26,691 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $6,988,923 | 26,952 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $6,848,845 | 27,391 | Shares | Defined | 2024-04-23 | |
| 2023-12-31 | $5,547,789 | 24,670 | Shares | Defined | 2024-01-19 | |
| 2023-09-30 | $4,409,533 | 19,346 | Shares | Defined | 2023-10-31 | |
| 2023-06-30 | $4,236,822 | 19,296 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $3,773,015 | 19,722 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $3,798,703 | 20,148 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $3,375,431 | 19,714 | Shares | Defined | 2022-10-25 | |
| 2022-06-30 | $3,487,425 | 21,390 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $3,464,587 | 19,843 | Shares | Defined | 2022-04-19 | |
| 2021-12-31 | $3,276,497 | 19,311 | Shares | Defined | 2022-02-01 | |
| 2021-09-30 | $2,618,767 | 17,617 | Shares | Defined | 2021-10-15 | |
| 2021-06-30 | $2,359,087 | 16,841 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $2,109,985 | 16,911 | Shares | Defined | 2021-05-07 | |
| 2020-12-31 | $2,157,502 | 17,440 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,048,463 | 19,402 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $1,676,633 | 17,198 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,496,523 | 18,360 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||