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Focus Partners Wealth: AJG position timeline

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

Focus Partners Wealth held 771,225 AJG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 771,225 shares
    Change vs previous 13F -608,172 shares

    0.18% of the 13F portfolio, value $177,050,457.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    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 1,379,397 shares
    Change vs previous 13F +735,269 shares

    0.33% of the 13F portfolio, value $298,750,248.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    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 644,128 shares
    Change vs previous 13F +600,252 shares

    0.19% of the 13F portfolio, value $166,694,175.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    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 43,876 shares
    Change vs previous 13F +14,561 shares

    0.02% of the 13F portfolio, value $13,607,340.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    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 29,315 shares
    Change vs previous 13F +478 shares

    0.02% of the 13F portfolio, value $9,384,419.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 29,315 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  6. period ended2025-03-31
    13F/A 28,837 shares
    Change vs previous 13F -8,417 shares

    0.02% of the 13F portfolio, value $9,956,051.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 27,703 shares
    • Focus Partners Advisor Solutions, LLC: 1,134 shares

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

  7. period ended2024-12-31
    13F/A 37,254 shares
    Change vs previous 13F +34,029 shares

    0.02% of the 13F portfolio, value $10,574,661.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 36,539 shares
    • Focus Partners Advisor Solutions, LLC: 715 shares

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

  8. period ended2024-09-30
    13F 3,225 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $907,666.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

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