CREATIVE FINANCIAL DESIGNS INC /ADV

Position in AJG — Arthur J. Gallagher & Co.

CIK 819864 KOKOMO, IN

Position in AJG

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$10,101

+$2,521 QoQ

Shares Held

+25.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,186

of 1,284 holders

Holding Since

Jun 2020

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $40,408 across 5 Insurance Brokers names. AJG ranks #2 (25.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRSH	Marsh & Mclennan Companies, Inc.	125	$20,833
2	AJG	Arthur J. Gallagher & Co. This page	44	$10,101
3	AON	Aon plc	15	$4,975
4	BRO	Brown & Brown, Inc.	62	$3,977
5	WTW	Willis Towers Watson PLC	2	$522

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,101	44	+25.7%	Shares	Sole	2026-07-28
2026-03-31	$7,580	35	+2.9%	Shares	Sole	2026-04-13
2025-12-31	$8,798	34	-2.9%	Shares	Sole	2026-02-06
2025-09-30	$10,840	35	+1650.0%	Shares	Sole	2025-11-12
2025-06-30	$640	2	0.0%	Shares	Sole	2025-08-04
2025-03-31	$690	2	-81.8%	Shares	Sole	2025-04-23
2021-12-31	$1,866	11	-52.2%	Shares	Sole	2022-01-26
2021-09-30	$3,418	23	0.0%	Shares	Sole	2021-10-08
2021-06-30	$3,221	23	0.0%	Shares	Sole	2021-07-27
2021-03-31	$2,869	23	0.0%	Shares	Sole	2021-04-19
2020-12-31	$2,845	23	0.0%	Shares	Sole	2021-01-08
2020-09-30	$2,428	23	0.0%	Shares	Sole	2020-10-06
2020-06-30	$2,242	23	—	Shares	Sole	2020-07-23
No filing history on record for this holder in this stock.