CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in AJG — Arthur J. Gallagher & Co.
CIK 884546
SAN FRANCISCO, CA
Position in AJG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$495,069,081
+$38,201,586 QoQ
Shares Held
2,156,506
+2.2% QoQ
Ownership
0.841%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#20
of 1,284 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,004,752,468 across 14 Insurance Brokers names. AJG ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,072,405 | $512,077,740 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,156,506 | $495,069,081 | |
| 3 | AON |
Aon plc
|
1,345,367 | $446,244,780 | |
| 4 | ERIE |
Erie Indemnity Co
|
855,984 | $205,222,163 | |
| 5 | WTW |
Willis Towers Watson PLC
|
629,197 | $164,453,219 | |
| 6 | BRO |
Brown & Brown, Inc.
|
1,898,071 | $121,761,254 | |
| 7 | CRVL |
Corvel Corp
|
312,845 | $19,559,069 | |
| 8 | BWIN |
Baldwin Insurance Group, Inc.
|
723,413 | $19,228,317 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,069,081 | 2,156,506 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $456,867,495 | 2,109,463 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $528,873,594 | 2,043,640 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $628,449,450 | 2,028,958 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $652,018,494 | 2,036,794 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $712,464,536 | 2,063,679 | Shares | Other | 2025-09-15 | |
| 2024-12-31 | $576,004,314 | 2,029,256 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $518,929,565 | 1,844,296 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $480,936,552 | 1,854,678 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $461,359,805 | 1,845,144 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $415,775,908 | 1,848,879 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $423,393,650 | 1,857,560 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $407,437,824 | 1,855,617 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $356,035,562 | 1,861,040 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $353,235,345 | 1,873,530 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $318,004,336 | 1,857,285 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $298,898,134 | 1,833,281 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $320,314,524 | 1,834,562 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $365,389,774 | 2,153,532 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $320,104,098 | 2,153,408 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $301,017,491 | 2,148,897 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $354,379,614 | 2,840,263 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $431,100,030 | 3,484,763 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $380,969,804 | 3,608,352 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $364,582,280 | 3,739,689 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $356,448,446 | 4,373,064 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||