AVITY INVESTMENT MANAGEMENT INC.
Position in AJG — Arthur J. Gallagher & Co.
CIK 926834
GREENWICH, CT
Position in AJG
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$472,225
New position
Shares Held
2,057
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#767
of 1,282 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026AVITY INVESTMENT MANAGEMENT INC. holds $35,582,593 across 2 Insurance Brokers names. AJG ranks #2 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
210,658 | $35,110,368 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
2,057 | $472,225 |
All Filings in AJG
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $472,225 | 2,057 | Shares | Sole | 2026-07-09 | |
| No filing history on record for this holder in this stock. | ||||||