HM PAYSON & CO

Position in AJG — Arthur J. Gallagher & Co.

CIK 928052 PORTLAND, ME

Position in AJG

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$296,374

-$80,691 QoQ

Shares Held

1,291

-25.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#893

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

HM PAYSON & CO holds $12,628,713 across 4 Insurance Brokers names. AJG ranks #3 (2.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	34,745	$11,524,568
2	MRSH	Marsh & Mclennan Companies, Inc.	4,734	$789,015
3	AJG	Arthur J. Gallagher & Co. This page	1,291	$296,374
4	CRVL	Corvel Corp	300	$18,756

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$296,374	1,291	-25.8%	Shares	Sole	2026-07-17
2026-03-31	$377,065	1,741	+38.9%	Shares	Sole	2026-04-13
2025-12-31	$324,263	1,253	+3.0%	Shares	Sole	2026-02-12
2025-09-30	$376,643	1,216	+9.0%	Shares	Sole	2025-10-17
2025-06-30	$357,253	1,116	+19.4%	Shares	Sole	2025-10-17
2025-03-31	$322,799	935	+53.0%	Shares	Sole	2025-04-29
2024-12-31	$173,432	611	-0.7%	Shares	Sole	2025-02-07
2024-09-30	$173,042	615	+0.7%	Shares	Sole	2024-10-28
2024-06-30	$158,438	611	0.0%	Shares	Sole	2024-08-13
2024-03-31	$152,774	611	0.0%	Shares	Sole	2024-06-20
2023-12-31	$137,401	611	-2.1%	Shares	Sole	2024-02-13
2023-09-30	$142,228	624	0.0%	Shares	Sole	2023-11-06
2023-06-30	$137,011	624	0.0%	Shares	Sole	2023-07-17
2023-03-31	$119,377	624	0.0%	Shares	Sole	2023-04-18
2022-12-31	$117,648	624	0.0%	Shares	Sole	2023-02-06
2022-09-30	$106,841	624	-2.0%	Shares	Sole	2022-10-25
2022-06-30	$103,856	637	-19.7%	Shares	Sole	2022-08-15
2022-03-31	$138,457	793	0.0%	Shares	Sole	2022-05-12
2021-12-31	$134,548	793	+3.4%	Shares	Sole	2022-02-15
2021-09-30	$114,014	767	0.0%	Shares	Sole	2021-11-30
2021-06-30	$107,441	767	0.0%	Shares	Sole	2021-08-17
2021-03-31	$95,698	767	+1.5%	Shares	Sole	2021-06-15
2020-12-31	$93,524	756	+17.8%	Shares	Sole	2021-03-10
2020-09-30	$67,782	642	+7.0%	Shares	Sole	2020-12-21
2020-06-30	$58,494	600	0.0%	Shares	Sole	2020-08-13
2020-03-31	$48,906	600	—	Shares	Sole	2020-07-01
No filing history on record for this holder in this stock.