ROTHSCHILD INVESTMENT LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 85338 CHICAGO, IL

Position in AJG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$4,879,510

+$4,496,597 QoQ

Shares Held

21,255

+1102.2% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#352

of 1,264 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $12,843,387 across 14 Insurance Brokers names. AJG ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	21,255	$4,879,510
2	AON	Aon plc	13,054	$4,329,881
3	MRSH	Marsh & Mclennan Companies, Inc.	19,637	$3,272,898
4	WTW	Willis Towers Watson PLC	1,085	$283,586
5	BRO	Brown & Brown, Inc.	632	$40,542
6	CRVL	Corvel Corp	196	$12,253
7	BWIN	Baldwin Insurance Group, Inc.	337	$8,957
8	ERIE	Erie Indemnity Co	28	$6,713

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,879,510	21,255	+1102.2%	Shares	Sole	2026-08-06
2026-03-31	$382,913	1,768	+2.9%	Shares	Sole	2026-05-07
2025-12-31	$444,601	1,718	+3.7%	Shares	Sole	2026-02-10
2025-09-30	$512,929	1,656	-2.9%	Shares	Sole	2025-11-07
2025-06-30	$546,124	1,706	-2.0%	Shares	Sole	2025-08-11
2025-03-31	$601,062	1,741	-3.5%	Shares	Sole	2025-04-08
2024-12-31	$512,349	1,805	-28.7%	Shares	Sole	2025-02-04
2024-09-30	$711,866	2,530	-16.9%	Shares	Sole	2024-10-18
2024-06-30	$789,339	3,044	-7.9%	Shares	Sole	2024-07-31
2024-03-31	$826,632	3,306	+0.3%	Shares	Sole	2024-07-31
2023-12-31	$741,429	3,297	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.