LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in AJG — Arthur J. Gallagher & Co.
CIK 932974
BOSTON, MA
Position in AJG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$111,341
+$6,300 QoQ
Shares Held
485
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,058
of 1,284 holders
Holding Since
Mar 2020
17 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, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $463,894 across 3 Insurance Brokers names. AJG ranks #2 (24.0% of the industry book) .
All Filings in AJG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,341 | 485 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $105,041 | 485 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $76,343 | 295 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $123,896 | 400 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $91,234 | 285 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $98,393 | 285 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $89,412 | 315 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $42,768 | 152 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $26,708 | 103 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $25,754 | 103 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $13,492 | 60 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $13,675 | 60 | Shares | Sole | 2023-11-03 | |
| 2021-12-31 | $50,901 | 300 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $4,342 | 31 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $3,835 | 31 | Shares | Sole | 2021-01-14 | |
| 2020-06-30 | $1,169 | 12 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $978 | 12 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||