Position in AJG
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$9,666,503
-$644,870 QoQ
Shares Held
42,107
-11.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $47,029,285 across 12 Insurance Brokers names. AJG ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
52,099 | $17,280,717 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
82,638 | $13,773,275 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
42,107 | $9,666,503 | |
| 4 | BRO |
Brown & Brown, Inc.
|
30,737 | $1,971,778 | |
| 5 | WTW |
Willis Towers Watson PLC
|
6,530 | $1,706,746 | |
| 6 | CRVL |
Corvel Corp
|
19,046 | $1,190,755 | |
| 7 | TREE |
LendingTree, Inc.
|
8,734 | $386,828 | |
| 8 | RYAN |
Ryan Specialty Holdings, Inc.
|
9,780 | $369,292 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,666,503 | 42,107 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $10,311,373 | 47,610 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,215,448 | 155,398 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $31,197,012 | 100,720 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,740,135 | 39,798 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,627,843 | 36,577 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,552,407 | 37,176 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $146,125,851 | 519,337 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $134,447,308 | 518,481 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $129,585,980 | 518,261 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $116,370,677 | 517,479 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,163,455 | 27,041 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $8,268,786 | 37,659 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,425,596 | 17,906 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,260,610 | 17,294 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,743,458 | 16,023 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,399,948 | 14,720 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,399,702 | 13,744 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,171,776 | 12,800 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,408,756 | 9,477 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,040,794 | 7,430 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $847,687 | 6,794 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $866,093 | 7,001 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $769,361 | 7,287 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $849,332 | 8,712 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,226,399 | 15,046 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||