UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AJG — Arthur J. Gallagher & Co.

CIK 1463217 IRVING, TX

Back to AJG Full portfolio

Position in AJG

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$13,261,340

-$2,396,527 QoQ

Shares Held

57,766

-20.1% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#240

of 1,284 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in AJG Over Time

Shares Held

Position Value (USD)

Position in Insurance Brokers

Financial Services · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $21,726,383 across 5 Insurance Brokers names. AJG ranks #1 (61.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	57,766	$13,261,340
2	AON	Aon plc	14,137	$4,689,101
3	MRSH	Marsh & Mclennan Companies, Inc.	13,506	$2,251,045
4	BRO	Brown & Brown, Inc.	19,945	$1,279,471
5	WTW	Willis Towers Watson PLC	939	$245,426

All Filings in AJG

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,261,340	57,766	-20.1%	Shares	Defined	2026-08-17
2026-03-31	$15,657,867	72,296	-10.3%	Shares	Defined	2026-05-15
2025-12-31	$20,856,144	80,591	-6.0%	Shares	Defined	2026-02-17
2025-09-30	$26,554,010	85,730	+96.5%	Shares	Defined	2025-11-14
2025-06-30	$13,968,756	43,636	-1.9%	Shares	Defined	2025-08-11
2025-03-31	$15,349,715	44,461	-23.5%	Shares	Defined	2025-05-13
2024-12-31	$16,494,239	58,109	-25.2%	Shares	Defined	2025-02-13
2024-09-30	$21,852,038	77,663	-7.8%	Shares	Defined	2024-11-12
2024-06-30	$21,843,496	84,237	-4.8%	Shares	Defined	2024-08-14
2024-03-31	$22,133,790	88,521	-6.8%	Shares	Defined	2024-05-15
2023-12-31	$21,349,882	94,939	-39.3%	Shares	Defined	2024-02-14
2023-09-30	$35,637,767	156,354	-13.2%	Shares	Defined	2023-11-14
2023-06-30	$39,556,413	180,154	-5.9%	Shares	Defined	2023-08-14
2023-03-31	$36,608,890	191,359	-1.7%	Shares	Defined	2023-08-15
2022-12-31	$36,712,697	194,721	-8.4%	Shares	Defined	2023-02-15
2022-09-30	$36,387,160	212,517	-4.1%	Shares	Defined	2022-11-14
2022-06-30	$36,136,674	221,643	-7.8%	Shares	Defined	2022-08-11
2022-03-31	$41,958,126	240,310	-4.4%	Shares	Defined	2022-05-16
2021-12-31	$42,638,580	251,303	-0.0%	Shares	Defined	2022-02-14
2021-09-30	$37,363,623	251,353	+0.7%	Shares	Defined	2021-11-15
2021-06-30	$34,956,403	249,546	-2.0%	Shares	Defined	2021-08-13
2021-03-31	$31,775,924	254,676	-2.5%	Shares	Defined	2021-05-14
2020-12-31	$32,303,650	261,124	-1.1%	Shares	Defined	2021-02-17
2020-09-30	$27,886,423	264,126	-2.3%	Shares	Defined	2020-11-13
2020-06-30	$26,353,789	270,323	+3.6%	Shares	Defined	2020-08-13
2020-03-31	$21,265,795	260,898	—	Shares	Defined	2020-08-11
No filing history on record for this holder in this stock.