RAYMOND JAMES FINANCIAL INC
Position in AJG — Arthur J. Gallagher & Co.
CIK 720005
ST. PETERSBURG, FL
Position in AJG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$107,324,917
-$31,563,793 QoQ
Shares Held
495,544
-7.7% QoQ
Ownership
0.193%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 5.356941058715271.ToString("F0")%
Shared 0.ToString("F0")%
None 94.64305894128474.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $514,688,914 across 14 Insurance Brokers names. AJG ranks #2 (20.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
1,228,062 | $213,007,352 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
495,544 | $107,324,917 | |
| 3 | AON |
Aon plc
|
234,621 | $75,730,965 | |
| 4 | BRO |
Brown & Brown, Inc.
|
855,778 | $55,805,282 | |
| 5 | WTW |
Willis Towers Watson PLC
|
157,509 | $45,787,865 | |
| 6 | CRVL |
Corvel Corp
|
231,666 | $12,660,546 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
38,871 | $1,658,236 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,692 | $676,525 |
All Filings in AJG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $107,324,917 | 495,544 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $138,888,710 | 536,685 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $185,106,816 | 597,620 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $186,176,028 | 581,582 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $200,664,188 | 581,231 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $163,086,583 | 574,552 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||