STIFEL FINANCIAL CORP

Position in AJG — Arthur J. Gallagher & Co.

CIK 720672 ST. LOUIS, MO

Back to AJG Full portfolio

Position in AJG

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$37,761,586

-$9,455,681 QoQ

Shares Held

174,354

-4.4% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 96.40100026383107.ToString("F0")% Shared 0.017779919015336616.ToString("F0")% None 3.5812198171536074.ToString("F0")%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $523,019,891 across 9 Insurance Brokers names. AJG ranks #3 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	2,307,361	$400,211,762
2	AON	Aon plc	149,135	$48,137,793
3	AJG	Arthur J. Gallagher & Co. This page	174,354	$37,761,586
4	BRO	Brown & Brown, Inc.	357,354	$23,303,051
5	WTW	Willis Towers Watson PLC	17,174	$4,992,480
6	ERIE	Erie Indemnity Co	13,835	$3,476,873
7	GSHD	Goosehead Insurance, Inc.	53,811	$2,295,576
8	CRVL	Corvel Corp	41,289	$2,256,443

All Filings in AJG

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$37,761,586	174,354	-4.4%	Shares	Defined	2026-05-12
2025-12-31	$47,217,267	182,454	-1.3%	Shares	Defined	2026-02-13
2025-09-30	$57,241,808	184,806	-14.4%	Shares	Defined	2025-11-12
2025-06-30	$69,073,890	215,775	+16.5%	Shares	Defined	2025-08-14
2025-03-31	$63,953,637	185,244	-2.1%	Shares	Defined	2025-05-14
2024-12-31	$53,704,699	189,201	+11.7%	Shares	Defined	2025-02-13
2024-09-30	$47,666,327	169,408	-0.5%	Shares	Defined	2024-11-14
2024-06-30	$44,161,009	170,302	+6.9%	Shares	Defined	2024-08-13
2024-03-31	$39,842,872	159,346	+22.6%	Shares	Defined	2024-05-14
2023-12-31	$29,218,880	129,931	-1.6%	Shares	Defined	2024-02-12
2023-09-30	$30,084,934	131,992	-0.6%	Shares	Defined	2023-11-13
2023-06-30	$29,165,042	132,828	-9.2%	Shares	Defined	2023-08-14
2023-03-31	$27,989,606	146,305	+3.0%	Shares	Defined	2023-05-12
2022-12-31	$26,788,703	142,085	-0.5%	Shares	Defined	2023-02-13
2022-09-30	$24,447,816	142,786	+19.3%	Shares	Defined	2022-11-14
2022-06-30	$19,505,777	119,638	-0.7%	Shares	Defined	2022-08-15
2022-03-31	$21,036,155	120,482	+2.9%	Shares	Defined	2022-05-13
2021-12-31	$19,874,293	117,135	+12.3%	Shares	Defined	2022-02-14
2021-09-30	$15,507,018	104,319	+5.3%	Shares	Defined	2021-11-15
2021-06-30	$13,883,327	99,110	-2.6%	Shares	Defined	2021-08-13
2021-03-31	$12,692,474	101,727	+7.0%	Shares	Defined	2021-05-14
2020-12-31	$11,756,529	95,033	+18.4%	Shares	Defined	2021-02-12
2020-09-30	$8,475,959	80,280	+4.3%	Shares	Defined	2020-11-16
2020-06-30	$7,501,365	76,945	+10.3%	Shares	Defined	2020-08-14
2020-03-31	$5,688,500	69,789	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.