Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

AJG holding history

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

AJG overview All 13F holders of AJG Full Q2 2026 holdings

Shares (Q2 2026): 67,904
Value: $15.6M
% of portfolio: 0.1%
Quarters held: 21; Since Q2 2021

Holdings of AJG by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	67,904	$15.6M	0.1%	−2,484−3.5%	Reduced	Holders
Q1 2026	70,388	$15.2M	0.1%	−30,459−30.2%	Reduced	Holders
Q4 2025	100,847	$26.1M	0.2%	−40,227−28.5%	Reduced	Holders
Q3 2025	141,074	$43.7M	0.4%	+953+0.7%	Added	Holders
Q2 2025	140,121	$44.9M	0.5%	−280−0.2%	Reduced	Holders
Q1 2025	140,401	$48.5M	0.5%	+127+0.1%	Added	Holders
Q4 2024	140,274	$39.8M	0.4%	+138,121+6,415.3%	Added	Holders
Q3 2024	2,153	$605.8K	<0.1%	−822−27.6%	Reduced	Holders
Q2 2024	2,975	$771.4K	<0.1%	−126,629−97.7%	Reduced	Holders
Q1 2024	129,604	$32.4M	0.4%	−543−0.4%	Reduced	Holders
Q4 2023	130,147	$29.3M	0.4%	−912−0.7%	Reduced	Holders
Q3 2023	131,059	$29.9M	0.4%	+128,219+4,514.8%	Added	Holders
Q2 2023	2,840	$623.6K	<0.1%	−137−4.6%	Reduced	Holders
Q1 2023	2,977	$569.4K	<0.1%	+610+25.8%	Added	Holders
Q4 2022	2,367	$446.4K	<0.1%	+455+23.8%	Added	Holders
Q3 2022	1,912	$332.0K	<0.1%	+49+2.6%	Added	Holders
Q2 2022	1,863	$301.0K	<0.1%	−664−26.3%	Reduced	Holders
Q1 2022	2,527	$441.0K	<0.1%	+1,115+79.0%	Added	Holders
Q4 2021	1,412	$240.0K	<0.1%	−811−36.5%	Reduced	Holders
Q3 2021	2,223	$331.0K	<0.1%	+217+10.8%	Added	Holders
Q2 2021	2,006	$281.0K	<0.1%	+2,006	New	Holders