Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$244,376,803
+$30,141,499 QoQ
Shares Held
1,064,498
+7.6% QoQ
Ownership
0.415%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#36
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Derivatives in AJG
reported options exposure · as of Dec 31, 2025CallValue
$2,924,327
CallShares
11,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS Group AG holds $1,404,409,759 across 20 Insurance Brokers names. AJG ranks #3 (17.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
3,603,522 | $600,599,008 | |
| 2 | AON |
Aon plc
|
822,267 | $272,737,738 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,064,498 | $244,376,803 | |
| 4 | BRO |
Brown & Brown, Inc.
|
1,691,851 | $108,532,239 | |
| 5 | WTW |
Willis Towers Watson PLC
|
277,095 | $72,424,319 | |
| 6 | BWIN |
Baldwin Insurance Group, Inc.
|
1,641,349 | $43,627,056 | |
| 7 | ERIE |
Erie Indemnity Co
|
120,677 | $28,932,309 | |
| 8 | LIFE |
Ethos Technologies Inc.
|
417,412 | $7,571,853 |
All Filings in AJG
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,376,803 | 1,064,498 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $214,235,304 | 989,174 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $2,924,327 | 11,300 | Call | Defined | 2026-01-29 | |
| 2025-12-31 | $279,090,262 | 1,078,443 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $260,273,591 | 840,297 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $61,948 | 200 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $270,861,213 | 846,124 | Shares | Defined | 2025-08-14 | |
| 2025-06-30 | $64,024 | 200 | Call | Defined | 2025-08-14 | |
| 2025-03-31 | $396,841,985 | 1,149,467 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $325,901,808 | 1,148,148 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $154,563,571 | 549,325 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $128,758,044 | 496,541 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $37,506,000 | 150,000 | Put | Defined | 2024-05-13 | |
| 2024-03-31 | $117,574,057 | 470,221 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $81,280,849 | 361,441 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $75,919,378 | 333,082 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $82,770,641 | 376,967 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $61,596,652 | 321,973 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $69,253,379 | 367,314 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $35,759,979 | 208,854 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $45,238,055 | 277,466 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $30,945,754 | 177,238 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $6,833,798 | 40,277 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,828,120 | 39,207 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $18,236,314 | 130,185 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $44,697,853 | 358,242 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,237,100 | 10,000 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $40,250,037 | 325,358 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $31,957,692 | 302,687 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $984,649 | 10,100 | Call | Defined | 2020-07-31 | |
| 2020-06-30 | $16,464,012 | 168,879 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $5,209,874 | 63,917 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||