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Segment Wealth Management, LLC: AJG position timeline

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

Segment Wealth Management, LLC held 47,937 AJG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,937 shares
    Change vs previous 13F +1,805 shares

    0.57% of the 13F portfolio, value $11,004,958.

    13F-HR 0001575581-26-000003 filed by Segment Wealth Management, LLC
    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 46,132 shares
    Change vs previous 13F +2,817 shares

    0.59% of the 13F portfolio, value $9,991,326.

    13F-HR 0001575581-26-000002 filed by Segment Wealth Management, LLC
    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 43,315 shares
    Change vs previous 13F -263 shares

    0.65% of the 13F portfolio, value $11,209,557.

    13F-HR 0001575581-26-000001 filed by Segment Wealth Management, LLC
    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 43,578 shares
    Change vs previous 13F +246 shares

    0.81% of the 13F portfolio, value $13,497,811.

    13F-HR 0001575581-25-000003 filed by Segment Wealth Management, LLC
    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 43,332 shares
    Change vs previous 13F -475 shares

    0.88% of the 13F portfolio, value $13,871,293.

    13F-HR 0001085146-25-003996 filed by Segment Wealth Management, LLC
    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 43,807 shares
    Change vs previous 13F +184 shares

    1.02% of the 13F portfolio, value $15,124,010.

    13F-HR 0001085146-25-002215 filed by Segment Wealth Management, LLC
    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 43,623 shares
    Change vs previous 13F +659 shares

    0.84% of the 13F portfolio, value $12,382,371.

    13F-HR 0001085146-25-000297 filed by Segment Wealth Management, LLC
    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 42,964 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $12,088,672.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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