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Marks Group Wealth Management, Inc: AJG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on AJG, newest first. How the timeline and the estimate are built.

Marks Group Wealth Management, Inc held 25,435 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,435 shares
    Change vs previous 13F -4,524 shares

    0.51% of the 13F portfolio, value $5,839,123.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,959 shares
    Change vs previous 13F -1,045 shares

    0.63% of the 13F portfolio, value $6,488,530.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,004 shares
    Change vs previous 13F +2,575 shares

    0.77% of the 13F portfolio, value $8,023,526.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 28,429 shares
    Change vs previous 13F -505 shares

    0.82% of the 13F portfolio, value $8,805,599.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 28,934 shares
    Change vs previous 13F -37 shares

    0.86% of the 13F portfolio, value $9,262,352.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,971 shares
    Change vs previous 13F -1,103 shares

    0.96% of the 13F portfolio, value $10,001,948.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 30,074 shares
    Change vs previous 13F -472 shares

    0.84% of the 13F portfolio, value $8,536,512.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 30,546 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,594,728.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).