MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in AJG — Arthur J. Gallagher & Co.

CIK 912938 Boston, MA

Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$24,990,071

+$188,631 QoQ

Shares Held

108,856

-4.9% QoQ

Ownership

0.042%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#168

of 1,289 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,209,982,695 across 5 Insurance Brokers names. AJG ranks #5 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	7,615,397	$2,525,951,027
2	WTW	Willis Towers Watson PLC	5,491,383	$1,435,282,772
3	MRSH	Marsh & Mclennan Companies, Inc.	6,507,415	$1,084,590,854
4	BRO	Brown & Brown, Inc.	2,169,415	$139,167,971
5	AJG	Arthur J. Gallagher & Co. This page	108,856	$24,990,071

All Filings in AJG

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,990,071	108,856	-4.9%	Shares	Defined	2026-08-03
2026-03-31	$24,801,440	114,514	-15.1%	Shares	Sole	2026-05-14
2025-12-31	$34,913,873	134,912	-89.9%	Shares	Sole	2026-01-22
2025-09-30	$412,938,862	1,333,179	-51.2%	Shares	Sole	2025-10-29
2025-06-30	$875,411,353	2,734,635	-4.8%	Shares	Sole	2025-08-08
2025-03-31	$991,891,434	2,873,049	-2.1%	Shares	Sole	2025-05-02
2024-12-31	$832,812,491	2,933,988	-8.2%	Shares	Sole	2025-02-12
2024-09-30	$899,537,636	3,196,992	+13.6%	Shares	Sole	2024-11-12
2024-06-30	$729,662,552	2,813,862	-4.6%	Shares	Sole	2024-08-09
2024-03-31	$737,447,719	2,949,319	-41.7%	Shares	Sole	2024-05-14
2023-12-31	$1,136,930,085	5,055,719	-6.3%	Shares	Sole	2024-02-08
2023-09-30	$1,229,990,053	5,396,350	-5.6%	Shares	Sole	2023-11-08
2023-06-30	$1,255,443,728	5,717,738	+4.9%	Shares	Sole	2023-08-09
2023-03-31	$1,042,545,373	5,449,508	+0.7%	Shares	Sole	2023-05-10
2022-12-31	$1,020,080,394	5,410,419	-2.2%	Shares	Sole	2023-02-13
2022-09-30	$947,574,625	5,534,252	+5.7%	Shares	Sole	2022-11-09
2022-06-30	$853,383,800	5,234,199	+28.5%	Shares	Sole	2022-08-09
2022-03-31	$710,973,466	4,072,013	+4.7%	Shares	Sole	2022-05-11
2021-12-31	$659,879,034	3,889,191	-4.0%	Shares	Sole	2022-02-10
2021-09-30	$601,987,011	4,049,694	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$566,880,646	4,046,835	+3.3%	Shares	Sole	2021-08-13
2021-03-31	$488,564,631	3,915,722	+0.7%	Shares	Sole	2021-05-13
2020-12-31	$480,965,798	3,887,849	+3.4%	Shares	Sole	2021-05-12
2020-09-30	$397,018,913	3,760,361	+8.3%	Shares	Sole	2020-11-12
2020-06-30	$338,468,218	3,471,825	+5.3%	Shares	Sole	2020-11-20
2020-03-31	$268,677,336	3,296,250	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.