OPPENHEIMER & CO INC

Position in AJG — Arthur J. Gallagher & Co.

CIK 822581 NEW YORK, NY

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,255,288

-$7,156 QoQ

Shares Held

5,468

-6.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#558

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OPPENHEIMER & CO INC holds $3,994,900 across 4 Insurance Brokers names. AJG ranks #1 (31.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	5,468	$1,255,288
2	ERIE	Erie Indemnity Co	4,902	$1,175,254
3	AON	Aon plc	2,428	$805,343
4	MRSH	Marsh & Mclennan Companies, Inc.	4,554	$759,015

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,255,288	5,468	-6.2%	Shares	Sole	2026-08-03
2026-03-31	$1,262,444	5,829	-14.8%	Shares	Sole	2026-04-24
2025-12-31	$1,769,606	6,838	+0.0%	Shares	Sole	2026-02-02
2025-09-30	$2,117,692	6,837	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$2,178,736	6,806	-4.9%	Shares	Sole	2025-07-31
2025-03-31	$2,469,846	7,154	+1.6%	Shares	Sole	2025-04-23
2024-12-31	$1,998,587	7,041	-0.4%	Shares	Sole	2025-02-05
2024-09-30	$1,989,285	7,070	-0.9%	Shares	Sole	2024-11-05
2024-06-30	$1,849,398	7,132	+5.5%	Shares	Sole	2024-08-08
2024-03-31	$1,690,270	6,760	-23.8%	Shares	Sole	2024-05-07
2023-12-31	$1,994,235	8,868	+5.7%	Shares	Sole	2024-02-13
2023-09-30	$1,912,788	8,392	-3.0%	Shares	Sole	2023-11-08
2023-06-30	$1,899,280	8,650	-2.3%	Shares	Sole	2023-08-03
2023-03-31	$1,693,858	8,854	+1.2%	Shares	Sole	2023-05-10
2022-12-31	$1,648,970	8,746	-2.0%	Shares	Sole	2023-02-08
2022-09-30	$1,528,480	8,927	-5.8%	Shares	Sole	2022-11-14
2022-06-30	$1,545,782	9,481	+2.2%	Shares	Sole	2022-08-08
2022-03-31	$1,620,288	9,280	+0.6%	Shares	Sole	2022-05-12
2021-12-31	$1,565,375	9,226	+1.6%	Shares	Sole	2022-02-02
2021-09-30	$1,350,187	9,083	+8.0%	Shares	Sole	2021-11-12
2021-06-30	$1,178,352	8,412	-7.3%	Shares	Sole	2021-08-03
2021-03-31	$1,132,412	9,076	-6.0%	Shares	Sole	2021-05-10
2020-12-31	$1,194,791	9,658	+1.6%	Shares	Sole	2021-02-11
2020-09-30	$1,003,432	9,504	-10.5%	Shares	Sole	2020-11-13
2020-06-30	$1,035,441	10,621	-2.3%	Shares	Sole	2020-08-11
2020-03-31	$886,095	10,871	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.