Position in AJG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$249,313
-$26,039 QoQ
Shares Held
1,086
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#951
of 1,284 holders
Holding Since
Jun 2024
8 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, 2026PDS Planning, Inc holds $1,388,248 across 3 Insurance Brokers names. AJG ranks #3 (18.0% of the industry book) .
All Filings in AJG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,313 | 1,086 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $275,352 | 1,064 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $347,528 | 1,122 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $348,930 | 1,090 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $360,085 | 1,043 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $254,897 | 898 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $246,198 | 875 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $211,078 | 814 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||