VALLEY NATIONAL ADVISERS INC

Position in AJG — Arthur J. Gallagher & Co.

CIK 773411 BETHLEHEM, PA

Position in AJG

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$27,089

-$24,240 QoQ

Shares Held

118

-50.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,139

of 1,284 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $70,685 across 5 Insurance Brokers names. AJG ranks #2 (38.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	122	$40,466
2	AJG	Arthur J. Gallagher & Co. This page	118	$27,089
3	BRO	Brown & Brown, Inc.	35	$2,245
4	ERIE	Erie Indemnity Co	3	$719
5	MRSH	Marsh & Mclennan Companies, Inc.	1	$166

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,089	118	-50.2%	Shares	Sole	2026-07-29
2026-03-31	$51,329	237	-9.5%	Shares	Sole	2026-04-15
2025-12-31	$67,802	262	+2.7%	Shares	Sole	2026-01-23
2025-09-30	$75,579	255	-22.3%	Shares	Sole	2025-10-17
2025-06-30	$104,999	328	+37.2%	Shares	Sole	2025-07-22
2025-03-31	$82,511	239	+162.6%	Shares	Sole	2025-04-25
2024-12-31	$25,830	91	+152.8%	Shares	Sole	2025-01-24
2024-06-30	$9,335	36	-7.7%	Shares	Sole	2024-07-18
2024-03-31	$9,751	39	-4.9%	Shares	Sole	2024-04-19
2023-12-31	$9,220	41	+720.0%	Shares	Sole	2024-01-25
2023-09-30	$1	5	-84.8%	Shares	Sole	2023-11-13
2022-06-30	$5,380	33	0.0%	Shares	Sole	2022-07-15
2022-03-31	$5,761	33	-51.5%	Shares	Sole	2022-05-06
2021-12-31	$11,537	68	0.0%	Shares	Sole	2022-02-11
2021-09-30	$10,108	68	0.0%	Shares	Sole	2021-11-10
2021-06-30	$9,525	68	-12.8%	Shares	Sole	2021-08-02
2021-03-31	$9,732	78	0.0%	Shares	Sole	2021-05-07
2020-12-31	$9,649	78	0.0%	Shares	Sole	2021-02-11
2020-09-30	$8,235	78	0.0%	Shares	Sole	2020-11-13
2020-06-30	$7,604	78	0.0%	Shares	Sole	2020-08-10
2020-03-31	$6,357	78	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.