Position in AJG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$2,050,795
-$335,765 QoQ
Shares Held
9,469
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026UMB Bank, n.a. holds $11,014,878 across 10 Insurance Brokers names. AJG ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BRO |
Brown & Brown, Inc.
|
118,550 | $7,730,644 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
9,469 | $2,050,795 | |
| 3 | AON |
Aon plc
|
1,450 | $468,030 | |
| 4 | MRSH |
Marsh & Mclennan Companies, Inc.
|
2,277 | $394,945 | |
| 5 | WTW |
Willis Towers Watson PLC
|
474 | $137,791 | |
| 6 | SLQT |
SelectQuote, Inc.
|
200,000 | $126,000 | |
| 7 | ERIE |
Erie Indemnity Co
|
299 | $75,141 | |
| 8 | CRVL |
Corvel Corp
|
231 | $12,623 |
All Filings in AJG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,795 | 9,469 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,386,560 | 9,222 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,856,112 | 9,221 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $2,975,194 | 9,294 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $3,193,124 | 9,249 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $2,591,549 | 9,130 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $2,526,139 | 8,978 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $2,349,347 | 9,060 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $2,272,113 | 9,087 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $2,093,407 | 9,309 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $2,367,052 | 10,385 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $3,059,487 | 13,934 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $2,950,764 | 15,424 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $3,192,923 | 16,935 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $3,105,930 | 18,140 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $5,959,274 | 36,551 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $6,731,004 | 38,551 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $6,566,398 | 38,701 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,732,812 | 11,657 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $1,661,908 | 11,864 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,454,318 | 11,656 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,519,281 | 12,281 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,357,441 | 12,857 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $1,253,428 | 12,857 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,045,202 | 12,823 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||