Position in AJG
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,102,342
+$1,036,904 QoQ
Shares Held
9,707
+135.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Sep 30, 2025CallValue
$309,740
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $5,325,700 across 7 Insurance Brokers names. AJG ranks #1 (39.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AJG |
Arthur J. Gallagher & Co.
This page
|
9,707 | $2,102,342 | |
| 2 | BWIN |
Baldwin Insurance Group, Inc.
|
48,258 | $1,058,780 | |
| 3 | ERIE |
Erie Indemnity Co
|
3,455 | $868,276 | |
| 4 | ARX |
Accelerant Holdings
|
39,178 | $523,418 | |
| 5 | CRVL |
Corvel Corp
|
6,638 | $362,766 | |
| 6 | AON |
Aon plc
|
1,004 | $324,071 | |
| 7 | WTW |
Willis Towers Watson PLC
|
296 | $86,047 |
All Filings in AJG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,102,342 | 9,707 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,065,438 | 4,117 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,469,088 | 11,200 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $309,740 | 1,000 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $1,600,600 | 5,000 | Shares | Defined | 2025-08-12 | |
| 2024-12-31 | $1,637,814 | 5,770 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $283,058 | 1,006 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $872,837 | 3,366 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $651,927 | 2,899 | Shares | Defined | 2024-05-06 | |
| 2023-09-30 | $229,525 | 1,007 | Shares | Defined | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||