Bank Julius Baer & Co. Ltd, Zurich

Bank

Position in AJG — Arthur J. Gallagher & Co.

CIK 1544599 ZURICH, V8

Position in AJG

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$110,119,234

-$34,013,597 QoQ

Shares Held

508,446

-8.7% QoQ

Ownership

0.198%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 98.47279750455309.ToString("F0")% Shared 0.ToString("F0")% None 1.5272024954469108.ToString("F0")%

Financial Services · as of Mar 31, 2026

Bank Julius Baer & Co. Ltd, Zurich holds $126,695,250 across 3 Insurance Brokers names. AJG ranks #1 (86.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AJG	Arthur J. Gallagher & Co. This page	508,446	$110,119,234
2	MRSH	Marsh & Mclennan Companies, Inc.	79,705	$13,824,832
3	WTW	Willis Towers Watson PLC	9,464	$2,751,184

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$110,119,234	508,446	-8.7%	Shares	Sole	2026-05-05
2025-12-31	$144,132,831	556,949	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$173,188,952	559,143	-1.5%	Shares	Sole	2025-11-13
2025-06-30	$181,680,904	567,540	-1.0%	Shares	Sole	2025-08-14
2025-03-31	$197,835,984	573,039	+7.4%	Shares	Sole	2025-09-17
2024-12-31	$151,508,059	533,761	+9.5%	Shares	Sole	2025-02-07
2024-09-30	$137,204,734	487,631	-4.5%	Shares	Sole	2024-11-14
2024-06-30	$132,441,545	510,746	-1.2%	Shares	Sole	2024-08-14
2024-03-31	$129,258,178	516,950	+374.4%	Shares	Sole	2024-05-14
2023-12-31	$24,506,522	108,976	-69.6%	Shares	Sole	2024-05-16
2023-09-30	$81,593,013	357,974	+36168.9%	Shares	Sole	2023-11-13
2023-06-30	$216,715	987	-60.8%	Shares	Sole	2023-07-24
2023-03-31	$481,718	2,518	-3.4%	Shares	Sole	2023-05-11
2022-12-31	$491,523	2,607	+1.9%	Shares	Sole	2023-01-24
2022-09-30	$438,151	2,559	+215.5%	Shares	Sole	2022-11-04
2022-06-30	$132,225	811	+131.1%	Shares	Sole	2022-07-22
2022-03-31	$61,284	351	0.0%	Shares	Sole	2022-05-09
2021-12-31	$59,554	351	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.