Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$125,398,019
+$20,457,431 QoQ
Shares Held
546,230
+12.7% QoQ
Ownership
0.213%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#65
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Jun 30, 2026CallValue
$4,614,357
CallShares
20,100
PutValue
$0
PutShares
0
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, 2026WELLS FARGO & COMPANY/MN holds $890,081,140 across 17 Insurance Brokers names. AJG ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,510,228 | $418,379,697 | |
| 2 | BRO |
Brown & Brown, Inc.
|
2,641,788 | $169,470,698 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
546,230 | $125,398,019 | |
| 4 | AON |
Aon plc
|
336,918 | $111,752,330 | |
| 5 | CRVL |
Corvel Corp
|
453,149 | $28,330,874 | |
| 6 | WTW |
Willis Towers Watson PLC
|
53,916 | $14,092,023 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
173,941 | $8,436,138 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
197,936 | $5,261,137 |
All Filings in AJG
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,614,357 | 20,100 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $125,398,019 | 546,230 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $4,353,258 | 20,100 | Call | Defined | 2026-05-11 | |
| 2026-03-31 | $104,940,588 | 484,535 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $1,624,350 | 7,500 | Put | Defined | 2026-05-11 | |
| 2025-12-31 | $124,615,663 | 481,532 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $5,175,800 | 20,000 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $138,629,400 | 447,567 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $153,126,840 | 478,342 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $149,673,967 | 433,536 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $112,159,636 | 395,137 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $102,789,242 | 365,317 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,817,810 | 392,649 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $74,905,481 | 299,574 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $10,119,600 | 45,000 | Put | Defined | 2024-02-09 | |
| 2023-12-31 | $60,154,274 | 267,495 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $58,356,688 | 256,029 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $55,264,669 | 251,695 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $47,645,179 | 249,047 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,913,100 | 10,000 | Put | Defined | 2023-05-12 | |
| 2022-12-31 | $47,832,408 | 253,699 | Shares | Defined | 2023-02-13 | |
| 2022-12-31 | $1,885,400 | 10,000 | Put | Defined | 2023-02-13 | |
| 2022-09-30 | $68,488 | 400 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $39,833,646 | 232,646 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $31,698,235 | 194,420 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $65,216 | 400 | Put | Defined | 2022-08-12 | |
| 2022-03-31 | $32,219,286 | 184,532 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $69,840 | 400 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $41,139,374 | 242,467 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $31,671,219 | 213,059 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $28,921,754 | 206,466 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $38,834,410 | 311,248 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $49,187,960 | 397,607 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $31,705,460 | 300,298 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $30,022,920 | 307,959 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $25,653,315 | 314,726 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||