POTOMAC FUND MANAGEMENT INC /ADV
Position in AJG — Arthur J. Gallagher & Co.
CIK 826000
BETHESDA, MD
Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,505,979
+$123,549 QoQ
Shares Held
6,560
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.67%
of 13F equity value
Holder Rank
#537
of 1,284 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026POTOMAC FUND MANAGEMENT INC /ADV holds $1,505,979 across 1 Insurance Brokers name. AJG ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
6,560 | $1,505,979 |
All Filings in AJG
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,505,979 | 6,560 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,382,430 | 6,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,513,403 | 5,848 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,711,932 | 5,527 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,781,787 | 5,566 | Shares | Sole | 2025-10-02 | |
| 2025-03-31 | $1,858,081 | 5,382 | Shares | Sole | 2025-10-02 | |
| 2024-12-31 | $1,339,772 | 4,720 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||