Atlantic Union Bankshares Corp

Position in AJG — Arthur J. Gallagher & Co.

CIK 883948 GLEN ALLEN, VA

Position in AJG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$4,439,194

+$227,582 QoQ

Shares Held

19,337

-0.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#377

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 79% Shared 0% None 21%

Financial Services · as of Jun 30, 2026

Atlantic Union Bankshares Corp holds $5,897,351 across 5 Insurance Brokers names. AJG ranks #1 (75.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	19,337	$4,439,194
2	MRSH	Marsh & Mclennan Companies, Inc.	4,627	$771,182
3	WTW	Willis Towers Watson PLC	2,133	$557,502
4	AON	Aon plc	383	$127,036
5	BRO	Brown & Brown, Inc.	38	$2,437

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,439,194	19,337	-0.6%	Shares	Defined	2026-08-11
2026-03-31	$4,211,612	19,446	-0.5%	Shares	Defined	2026-05-12
2025-12-31	$5,056,238	19,538	-2.1%	Shares	Defined	2026-02-04
2025-09-30	$6,182,099	19,959	-1.9%	Shares	Defined	2025-11-04
2025-06-30	$6,511,879	20,342	+1.9%	Shares	Sole	2025-08-06
2025-03-31	$6,891,335	19,961	-2.4%	Shares	Other	2025-05-05
2024-12-31	$5,803,596	20,446	-2.5%	Shares	Other	2025-02-07
2024-09-30	$5,901,735	20,975	-2.9%	Shares	Other	2024-11-14
2024-06-30	$5,601,614	21,602	-4.6%	Shares	Other	2024-07-24
2024-03-31	$5,658,904	22,632	-6.8%	Shares	Other	2024-04-16
2023-12-31	$5,463,684	24,296	-11.5%	Shares	Other	2024-01-19
2023-09-30	$6,254,854	27,442	-8.0%	Shares	Other	2023-10-20
2023-06-30	$6,550,431	29,833	-15.4%	Shares	Other	2023-07-11
2023-03-31	$6,748,268	35,274	-7.9%	Shares	Other	2023-05-08
2022-12-31	$7,224,852	38,320	-7.3%	Shares	Other	2023-02-09
2022-09-30	$7,075,152	41,322	-19.9%	Shares	Other	2022-10-25
2022-06-30	$8,410,254	51,584	-2.2%	Shares	Other	2022-07-21
2022-03-31	$9,213,292	52,768	-1.2%	Shares	Other	2022-04-26
2021-12-31	$9,062,752	53,414	-0.1%	Shares	Other	2022-01-19
2021-09-30	$7,951,436	53,491	-1.5%	Shares	Other	2021-10-26
2021-06-30	$7,608,444	54,315	-6.5%	Shares	Other	2021-07-26
2021-03-31	$7,251,506	58,119	+2.8%	Shares	Other	2021-05-04
2020-12-31	$6,995,181	56,545	+0.2%	Shares	Sole	2021-02-01
2020-09-30	$5,960,307	56,453	-2.3%	Shares	Sole	2020-10-16
2020-06-30	$5,632,192	57,772	+48.5%	Shares	Sole	2020-07-15
2020-03-31	$3,170,901	38,902	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.