Position in AJG
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$19,951,998
-$8,034,328 QoQ
Shares Held
92,123
-14.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,587,900
PutShares
10,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $121,219,906 across 7 Insurance Brokers names. AJG ranks #2 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
269,560 | $46,755,181 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
92,123 | $19,951,998 | |
| 3 | CRD-A |
Crawford & Co
|
1,623,485 | $16,186,144 | |
| 4 | ERIE |
Erie Indemnity Co
|
60,707 | $15,256,275 | |
| 5 | BRO |
Brown & Brown, Inc.
|
180,172 | $11,749,015 | |
| 6 | AON |
Aon plc
|
31,199 | $10,070,412 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,303 | $1,250,881 |
All Filings in AJG
Export CSV
46 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,951,998 | 92,123 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $2,587,900 | 10,000 | Put | Defined | 2026-02-02 | |
| 2025-12-31 | $27,986,326 | 108,143 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $34,879,201 | 112,608 | Shares | Defined | 2025-11-03 | |
| 2025-09-30 | $3,097,400 | 10,000 | Put | Defined | 2025-11-03 | |
| 2025-06-30 | $3,201,200 | 10,000 | Put | Defined | 2025-07-18 | |
| 2025-06-30 | $35,532,678 | 110,998 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $38,952,738 | 112,828 | Shares | Defined | 2025-04-29 | |
| 2025-03-31 | $3,452,400 | 10,000 | Put | Defined | 2025-04-29 | |
| 2024-12-31 | $38,474,730 | 135,546 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $3,376,440 | 12,000 | Put | Defined | 2024-11-13 | |
| 2024-09-30 | $42,246,578 | 150,146 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $39,140,509 | 150,941 | Shares | Defined | 2024-08-21 | |
| 2024-06-30 | $3,111,720 | 12,000 | Put | Defined | 2024-08-21 | |
| 2024-03-31 | $3,000,480 | 12,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $37,671,275 | 150,661 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $31,476,451 | 139,970 | Shares | Defined | 2024-02-02 | |
| 2023-12-31 | $2,698,560 | 12,000 | Put | Defined | 2024-02-02 | |
| 2023-09-30 | $2,735,160 | 12,000 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $31,443,625 | 137,953 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $30,212,829 | 137,600 | Shares | Defined | 2023-08-01 | |
| 2023-06-30 | $4,391,400 | 20,000 | Put | Defined | 2023-08-01 | |
| 2023-03-31 | $26,218,459 | 137,047 | Shares | Defined | 2023-05-05 | |
| 2023-03-31 | $3,826,200 | 20,000 | Put | Defined | 2023-05-05 | |
| 2022-12-31 | $3,167,472 | 16,800 | Put | Defined | 2023-02-17 | |
| 2022-12-31 | $24,340,888 | 129,102 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $2,876,496 | 16,800 | Put | Defined | 2022-10-26 | |
| 2022-09-30 | $18,421,558 | 107,590 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $2,739,072 | 16,800 | Put | Defined | 2022-07-22 | |
| 2022-06-30 | $17,253,542 | 105,824 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $18,545,835 | 106,219 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,884,390 | 17,000 | Put | Defined | 2022-02-14 | |
| 2021-12-31 | $18,702,383 | 110,228 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,527,050 | 17,000 | Put | Defined | 2021-11-05 | |
| 2021-09-30 | $16,221,132 | 109,123 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $1,400,800 | 10,000 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $15,623,821 | 111,535 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,864,065 | 111,117 | Shares | Defined | 2021-05-17 | |
| 2021-03-31 | $1,247,700 | 10,000 | Put | Defined | 2021-05-17 | |
| 2020-12-31 | $22,352,910 | 180,688 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $11,224,419 | 106,312 | Shares | Defined | 2021-11-05 | |
| 2020-09-30 | $1,055,800 | 10,000 | Put | Defined | 2021-11-05 | |
| 2020-06-30 | $974,900 | 10,000 | Put | Defined | 2021-11-16 | |
| 2020-06-30 | $9,527,206 | 97,725 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $12,627,852 | 154,924 | Shares | Defined | 2021-11-05 | |
| 2020-03-31 | $489,060 | 6,000 | Put | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||