Vontobel Holding Ltd.

Position in AJG — Arthur J. Gallagher & Co.

CIK 1588340 ZURICH, V8

Position in AJG

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,727,748

+$177,087 QoQ

Shares Held

11,882

+0.9% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#445

of 1,289 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 26% Shared 0% None 74%

Financial Services · as of Jun 30, 2026

Vontobel Holding Ltd. holds $190,415,155 across 5 Insurance Brokers names. AJG ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AON	Aon plc	540,802	$179,378,611
2	MRSH	Marsh & Mclennan Companies, Inc.	45,752	$7,625,485
3	AJG	Arthur J. Gallagher & Co. This page	11,882	$2,727,748
4	BRO	Brown & Brown, Inc.	6,060	$388,748
5	WTW	Willis Towers Watson PLC	1,127	$294,563

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,727,748	11,882	+0.9%	Shares	Defined	2026-08-03
2026-03-31	$2,550,661	11,777	+8.8%	Shares	Defined	2026-05-08
2025-12-31	$2,801,140	10,824	-47.3%	Shares	Defined	2026-02-13
2025-09-30	$6,367,013	20,556	-5.0%	Shares	Defined	2025-10-15
2025-06-30	$6,928,674	21,644	-2.4%	Shares	Defined	2025-07-23
2025-03-31	$7,657,420	22,180	-13.0%	Shares	Defined	2025-04-28
2024-12-31	$7,238,456	25,501	+2.6%	Shares	Defined	2025-01-30
2024-09-30	$6,995,700	24,863	+6.2%	Shares	Defined	2024-10-16
2024-06-30	$6,070,964	23,412	-6.0%	Shares	Defined	2024-08-13
2024-03-31	$6,230,244	24,917	+2.6%	Shares	Defined	2024-05-10
2023-12-31	$5,463,232	24,294	+140.0%	Shares	Defined	2024-06-04
2023-09-30	$2,307,562	10,124	+224.1%	Shares	Defined	2024-06-04
2023-06-30	$685,935	3,124	-4.8%	Shares	Defined	2024-06-04
2023-03-31	$628,070	3,283	-11.8%	Shares	Defined	2024-06-04
2022-12-31	$701,933	3,723	+21.0%	Shares	Defined	2023-02-14
2022-09-30	$526,843	3,077	+6.2%	Shares	Defined	2022-11-04
2022-06-30	$472,489	2,898	-12.4%	Shares	Defined	2022-07-27
2022-03-31	$577,749	3,309	-51.5%	Shares	Defined	2022-05-13
2021-12-31	$1,157,318	6,821	+106.6%	Shares	Defined	2022-02-14
2021-09-30	$490,693	3,301	+4.0%	Shares	Defined	2021-10-29
2021-06-30	$444,473	3,173	-5.2%	Shares	Defined	2021-08-06
2021-03-31	$417,479	3,346	-32.1%	Shares	Defined	2021-05-11
2020-12-31	$610,013	4,931	—	Shares	Defined	2021-02-12
No filing history on record for this holder in this stock.