Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,805
+$4,124 QoQ
Shares Held
34
+100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,195
of 1,284 holders
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026SouthState Bank Corp holds $90,970 across 7 Insurance Brokers names. AJG ranks #4 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
274 | $45,667 | |
| 2 | CRVL |
Corvel Corp
|
300 | $18,756 | |
| 3 | AON |
Aon plc
|
38 | $12,604 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
34 | $7,805 | |
| 5 | BRO |
Brown & Brown, Inc.
|
76 | $4,875 | |
| 6 | WTW |
Willis Towers Watson PLC
|
3 | $784 | |
| 7 | ERIE |
Erie Indemnity Co
|
2 | $479 |
All Filings in AJG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,805 | 34 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $3,681 | 17 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $24,842 | 96 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $19,513 | 63 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $23,688 | 74 | Shares | Defined | 2025-08-06 | |
| 2025-03-31 | $38,666 | 112 | Shares | Defined | 2025-05-12 | |
| 2024-03-31 | $6,000 | 24 | Shares | Defined | 2024-05-06 | |
| 2022-09-30 | $1,712 | 10 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $14,673 | 90 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,746 | 10 | Shares | Defined | 2022-08-04 | |
| 2021-12-31 | $1,696 | 10 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||