Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$353,766,679
-$47,878,328 QoQ
Shares Held
1,540,997
-16.9% QoQ
Ownership
0.601%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#25
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Sep 30, 2025CallValue
$0
CallShares
0
PutValue
$216,818
PutShares
700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $2,025,350,929 across 16 Insurance Brokers names. AJG ranks #3 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,455,003 | $575,845,344 | |
| 2 | AON |
Aon plc
|
1,624,970 | $538,986,295 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,540,997 | $353,766,679 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,554,971 | $228,051,387 | |
| 5 | ERIE |
Erie Indemnity Co
|
526,267 | $126,172,512 | |
| 6 | WTW |
Willis Towers Watson PLC
|
453,976 | $118,655,705 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
1,184,085 | $31,472,976 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
426,003 | $20,661,144 |
All Filings in AJG
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $353,766,679 | 1,540,997 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $401,645,007 | 1,854,488 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $390,275,759 | 1,508,079 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $485,051,906 | 1,565,997 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $216,818 | 700 | Put | Defined | 2026-02-03 | |
| 2025-06-30 | $468,616,942 | 1,463,879 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $224,084 | 700 | Put | Defined | 2025-08-14 | |
| 2025-03-31 | $473,195,954 | 1,370,629 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $367,253,357 | 1,293,829 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $312,841,230 | 1,111,850 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $257,655,338 | 993,619 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $228,870,358 | 915,335 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $178,406,296 | 793,340 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $157,130,152 | 689,379 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $147,313,462 | 670,918 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $181,784,097 | 950,207 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $140,497,364 | 745,186 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $150,229,622 | 877,407 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $161,403,563 | 989,963 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $139,867,691 | 801,075 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $189,026,460 | 1,114,083 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $176,431,195 | 1,186,890 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $162,922,282 | 1,163,066 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $181,465,484 | 1,454,400 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $168,172,483 | 1,359,409 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $154,637,533 | 1,464,648 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $150,632,285 | 1,545,105 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $126,781,548 | 1,555,411 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||