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Equibles

UMB Bank, n.a.

Position in AJG — Arthur J. Gallagher & Co.

CIK 933429 Kansas City, MO
Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,235,552
+$184,757 QoQ
Shares Held
9,738
+2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#478
of 1,291 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 83% Shared 0% None 17%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UMB Bank, n.a. holds $11,083,515 across 11 Insurance Brokers names. AJG ranks #2 (20.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BRO
Brown & Brown, Inc.
 118,038 $7,572,137
2 AJG
Arthur J. Gallagher & Co.
This page 		9,738 $2,235,552
3 AON
Aon plc
 1,526 $506,158
4 MRSH
Marsh & Mclennan Companies, Inc.
 1,828 $304,672
5 SLQT
SelectQuote, Inc.
 200,000 $168,200
6 WTW
Willis Towers Watson PLC
 535 $139,832
7 RYAN
Ryan Specialty Holdings, Inc.
 1,390 $52,486
8 ERIE
Erie Indemnity Co
 205 $49,148

All Filings in AJG

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,235,552 9,738
2026-03-31 $2,050,795 9,469
2025-12-31 $2,386,560 9,222
2025-09-30 $2,856,112 9,221
2025-06-30 $2,975,194 9,294
2025-03-31 $3,193,124 9,249
2024-12-31 $2,591,549 9,130
2024-09-30 $2,526,139 8,978
2024-06-30 $2,349,347 9,060
2024-03-31 $2,272,113 9,087
2023-12-31 $2,093,407 9,309
2023-09-30 $2,367,052 10,385
2023-06-30 $3,059,487 13,934
2023-03-31 $2,950,764 15,424
2022-12-31 $3,192,923 16,935
2022-09-30 $3,105,930 18,140
2022-06-30 $5,959,274 36,551
2022-03-31 $6,731,004 38,551
2021-12-31 $6,566,398 38,701
2021-09-30 $1,732,812 11,657
2021-06-30 $1,661,908 11,864
2021-03-31 $1,454,318 11,656
2020-12-31 $1,519,281 12,281
2020-09-30 $1,357,441 12,857
2020-06-30 $1,253,428 12,857
2020-03-31 $1,045,202 12,823