Bank Julius Baer & Co. Ltd, Zurich
BankPosition in AJG — Arthur J. Gallagher & Co.
CIK 1544599
ZURICH, V8
Position in AJG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$115,323,341
+$5,204,107 QoQ
Shares Held
502,345
-1.2% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#70
of 1,289 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $124,297,897 across 3 Insurance Brokers names. AJG ranks #1 (92.8% of the industry book) .
All Filings in AJG
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,323,341 | 502,345 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $110,119,234 | 508,446 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $144,132,831 | 556,949 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $173,188,952 | 559,143 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $181,680,904 | 567,540 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $197,835,984 | 573,039 | Shares | Sole | 2025-09-17 | |
| 2024-12-31 | $151,508,059 | 533,761 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $137,204,734 | 487,631 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $132,441,545 | 510,746 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $129,258,178 | 516,950 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $83,038,289 | 369,256 | Shares | Sole | 2024-05-16 | |
| 2023-09-30 | $81,593,013 | 357,974 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $216,715 | 987 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $481,718 | 2,518 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $491,523 | 2,607 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $438,151 | 2,559 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $132,225 | 811 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $61,284 | 351 | 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. | ||||||