UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in AJG — Arthur J. Gallagher & Co.
CIK 861177
NEW YORK, NY
Position in AJG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$333,742,892
+$19,730,269 QoQ
Shares Held
1,453,774
+0.3% QoQ
Ownership
0.567%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#26
of 1,289 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 43%
Shared 0%
None 57%
Common Shares in AJG Over Time
Shares Held
Position Value (USD)
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,247,172,559 across 11 Insurance Brokers names. AJG ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
4,597,647 | $766,289,821 | |
| 2 | AJG |
Arthur J. Gallagher & Co.
This page
|
1,453,774 | $333,742,892 | |
| 3 | BRO |
Brown & Brown, Inc.
|
1,487,718 | $95,437,104 | |
| 4 | ERIE |
Erie Indemnity Co
|
121,438 | $29,114,757 | |
| 5 | AON |
Aon plc
|
25,740 | $8,537,700 | |
| 6 | CRVL |
Corvel Corp
|
78,890 | $4,932,199 | |
| 7 | BWIN |
Baldwin Insurance Group, Inc.
|
183,854 | $4,886,834 | |
| 8 | GSHD |
Goosehead Insurance, Inc.
|
48,606 | $2,357,389 |
All Filings in AJG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,742,892 | 1,453,774 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $314,012,623 | 1,449,869 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $374,409,344 | 1,446,769 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $472,217,518 | 1,524,561 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $571,353,050 | 1,784,809 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $528,067,359 | 1,529,566 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $408,448,790 | 1,438,960 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $317,738,473 | 1,129,255 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $317,444,184 | 1,224,188 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $264,600,575 | 1,058,233 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $253,494,624 | 1,127,244 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $247,434,647 | 1,085,573 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $250,792,847 | 1,142,200 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $218,514,275 | 1,142,200 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $245,772,064 | 1,303,554 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $264,720,668 | 1,546,085 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $250,559,866 | 1,536,800 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $202,115,908 | 1,157,594 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $142,801,901 | 841,645 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $121,844,981 | 819,677 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $112,852,505 | 805,629 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $101,439,627 | 813,013 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $100,528,598 | 812,615 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $80,991,258 | 767,108 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $72,662,996 | 745,338 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $71,775,093 | 880,568 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||