Position in AJG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$65,064,034
+$16,437,930 QoQ
Shares Held
283,417
+26.2% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#97
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $534,557,085 across 9 Insurance Brokers names. AJG ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTW |
Willis Towers Watson PLC
|
933,387 | $243,959,355 | |
| 2 | MRSH |
Marsh & Mclennan Companies, Inc.
|
613,768 | $102,296,709 | |
| 3 | AON |
Aon plc
|
283,011 | $93,871,913 | |
| 4 | AJG |
Arthur J. Gallagher & Co.
This page
|
283,417 | $65,064,034 | |
| 5 | BRO |
Brown & Brown, Inc.
|
264,943 | $16,996,089 | |
| 6 | ERIE |
Erie Indemnity Co
|
37,496 | $8,989,664 | |
| 7 | GSHD |
Goosehead Insurance, Inc.
|
63,266 | $3,068,400 | |
| 8 | CRVL |
Corvel Corp
|
3,628 | $226,821 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,064,034 | 283,417 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $48,626,104 | 224,518 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $92,053,410 | 355,707 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $73,817,854 | 238,322 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $72,130,394 | 225,323 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $85,418,585 | 247,418 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $79,733,745 | 280,901 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $71,065,053 | 252,568 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $84,680,011 | 326,559 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $62,544,003 | 250,136 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $53,398,203 | 237,452 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $50,848,900 | 223,090 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $39,875,446 | 181,607 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $40,705,218 | 212,771 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $39,574,544 | 209,900 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $30,438,290 | 177,773 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $30,861,187 | 189,286 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $36,642,775 | 209,867 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $59,274,381 | 349,351 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $78,573,563 | 528,581 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $45,918,361 | 327,801 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $37,523,577 | 300,742 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $40,188,922 | 324,864 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,727,049 | 272,088 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $22,797,155 | 233,841 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $20,689,844 | 253,832 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||