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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q2 2026)
98,089
Value
$22.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AJG by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202698,089$22.5M<0.1%+3,977+4.2%AddedHolders
Q1 202694,112$20.4M<0.1%+7,791+9.0%AddedHolders
Q4 202586,321$22.3M<0.1%+14,309+19.9%AddedHolders
Q3 202572,012$22.3M<0.1%+2,772+4.0%AddedHolders
Q2 202569,240$22.2M<0.1%−1,008−1.4%ReducedHolders
Q1 202570,248$24.3M<0.1%+5,831+9.1%AddedHolders
Q4 202464,417$18.3M<0.1%+4,764+8.0%AddedHolders
Q3 202459,653$16.8M<0.1%+2,537+4.4%AddedHolders
Q2 202457,116$14.8M<0.1%+2,782+5.1%AddedHolders
Q1 202454,334$13.6M<0.1%+3,932+7.8%AddedHolders
Q4 202350,402$11.3M<0.1%−240.0%ReducedHolders
Q3 202350,426$11.5M<0.1%−27,303−35.1%ReducedHolders
Q2 202377,729$17.1M<0.1%+31,637+68.6%AddedHolders
Q1 202346,092$8.82M<0.1%−449−1.0%ReducedHolders
Q4 202246,541$8.77M<0.1%−1,064−2.2%ReducedHolders
Q3 202247,605$8.15M<0.1%+676+1.4%AddedHolders
Q2 202246,929$7.65M<0.1%+390+0.8%AddedHolders
Q1 202246,539$8.13M<0.1%+1,891+4.2%AddedHolders
Q4 202144,648$7.58M<0.1%−927−2.0%ReducedHolders
Q3 202145,575$6.78M<0.1%−553−1.2%ReducedHolders
Q2 202146,128$6.46M<0.1%−14,089−23.4%ReducedHolders
Q1 202160,217$7.51M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.