Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$595,012,829
-$283,473,545 QoQ
Shares Held
2,591,858
-36.1% QoQ
Ownership
1.01%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#14
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026MORGAN STANLEY holds $4,431,015,992 across 20 Insurance Brokers names. AJG ranks #3 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AON |
Aon plc
|
6,214,787 | $2,061,382,689 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
6,314,085 | $1,052,368,540 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,591,858 | $595,012,829 | |
| 4 | BRO |
Brown & Brown, Inc.
|
3,869,724 | $248,242,786 | |
| 5 | WTW |
Willis Towers Watson PLC
|
834,440 | $218,097,576 | |
| 6 | ERIE |
Erie Indemnity Co
|
513,784 | $123,179,712 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
2,277,033 | $60,523,535 | |
| 8 | CRVL |
Corvel Corp
|
655,700 | $40,994,361 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $595,012,829 | 2,591,858 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $878,486,374 | 4,056,175 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,011,783,762 | 7,773,808 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $2,659,362,583 | 8,585,790 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $2,270,500,070 | 7,092,653 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,465,519,023 | 7,141,464 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,840,157,249 | 6,482,851 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $1,952,364,241 | 6,938,779 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,824,525,378 | 7,036,078 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $1,566,077,026 | 6,263,306 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $1,398,701,193 | 6,219,767 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,415,344,320 | 6,209,557 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $1,355,747,693 | 6,174,558 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $563,563,669 | 2,945,814 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $404,068,365 | 2,143,144 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $260,962,563 | 1,524,136 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $215,012,582 | 1,318,772 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $137,086,314 | 785,145 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $147,185,498 | 867,481 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $124,954,889 | 840,598 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $135,472,625 | 967,109 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $101,206,558 | 811,145 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $79,758,185 | 644,719 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $46,370,206 | 439,195 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $46,684,936 | 478,869 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $47,211,567 | 579,212 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||