Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$97,436,394
+$49,347,405 QoQ
Shares Held
424,430
+91.2% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#78
of 1,289 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $435,219,946 across 15 Insurance Brokers names. AJG ranks #3 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
375,514 | $124,554,238 | |
| 2 | BRO |
Brown & Brown, Inc.
|
1,795,003 | $115,149,442 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
424,430 | $97,436,394 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
488,649 | $81,443,128 | |
| 5 | WTW |
Willis Towers Watson PLC
|
46,656 | $12,194,477 | |
| 6 | GSHD |
Goosehead Insurance, Inc.
|
53,696 | $2,604,256 | |
| 7 | NP |
Neptune Insurance Holdings Inc.
|
21,737 | $684,715 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
21,117 | $383,062 |
All Filings in AJG
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $97,436,394 | 424,430 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $48,088,989 | 222,038 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,382,902 | 13,072 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,730,817 | 12,045 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,369,262 | 10,525 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,810,438 | 5,244 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $920,525 | 3,243 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $208,495 | 741 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,748 | 161 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $20,753 | 83 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,693 | 52 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,735 | 12 | Shares | Sole | 2023-11-14 | |
| 2023-03-31 | $4,782 | 25 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $188 | 1 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $10,273 | 60 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,782 | 60 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $2,375 | 14 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,081 | 14 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,661 | 19 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $623 | 5 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $5,443 | 44 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||