Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$751,382
-$93,280 QoQ
Shares Held
3,273
-16.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#657
of 1,289 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $1,371,956 across 7 Insurance Brokers names. AJG ranks #1 (54.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
3,273 | $751,382 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,031 | $338,506 | |
| 3 | AON |
Aon plc
|
485 | $160,869 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,472 | $94,428 | |
| 5 | WTW |
Willis Towers Watson PLC
|
98 | $25,614 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
20 | $970 | |
| 7 | CRVL |
Corvel Corp
|
3 | $187 |
All Filings in AJG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,382 | 3,273 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $844,662 | 3,900 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,427 | 1,300 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $372,926 | 1,204 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $472,177 | 1,475 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $316,585 | 917 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $265,399 | 935 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $249,012 | 885 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $228,970 | 883 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $204,532 | 818 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $135,602 | 603 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $116,472 | 511 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $118,348 | 539 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $103,116 | 539 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $95,966 | 509 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $46,229 | 270 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $44,020 | 270 | Shares | Sole | 2022-08-15 | |
| 2021-12-31 | $54,633 | 322 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $354,381 | 2,384 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $282,821 | 2,019 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $97,570 | 782 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||