Position in AJG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,516,782
+$158,493 QoQ
Shares Held
15,319
-1.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#401
of 1,264 holders
Holding Since
Jun 2021
21 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, 2026Clearstead Advisors, LLC holds $8,349,125 across 13 Insurance Brokers names. AJG ranks #1 (42.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
15,319 | $3,516,782 | |
| 2 | AON |
Aon plc
|
7,362 | $2,441,901 | |
| 3 | MRSH |
Marsh & Mclennan Companies, Inc.
|
9,900 | $1,650,033 | |
| 4 | WTW |
Willis Towers Watson PLC
|
2,496 | $652,379 | |
| 5 | BRO |
Brown & Brown, Inc.
|
1,107 | $71,014 | |
| 6 | ERIE |
Erie Indemnity Co
|
34 | $8,151 | |
| 7 | CRVL |
Corvel Corp
|
47 | $2,938 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
133 | $2,412 |
All Filings in AJG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,516,782 | 15,319 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,358,289 | 15,506 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,299,278 | 16,613 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,596,081 | 11,610 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,647,767 | 11,395 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,897,069 | 11,288 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,471,485 | 12,230 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,286,120 | 11,679 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,023,295 | 11,659 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $662,355 | 2,649 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $600,654 | 2,671 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $586,919 | 2,575 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $285,441 | 1,300 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $76,524 | 400 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $46,946 | 249 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,633 | 249 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $36,684 | 225 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $39,285 | 225 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $169,670 | 1,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,567 | 24 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,361 | 24 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||