Bank Julius Baer & Co
AJG icon

Bank Julius Baer & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

Bank Julius Baer & Co’s Portfolio AJG Stock Details AJG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$110M Sell
508,446
-48,503
-9% -$11.2M 0.33% 71
2025
Q4 		$144M Sell
556,949
-2,194
-0.4% -$581K 0.4% 65
2025
Q3 		$173M Sell
559,143
-8,397
-1% -$2.53M 0.49% 53
2025
Q2 		$182M Sell
567,540
-5,499
-1% -$1.81M 0.54% 54
2025
Q1 		$197M Buy
573,039
+39,278
+7% +$12.4M 0.64% 42
2024
Q4 		$163M Buy
533,761
+46,130
+9% +$13.4M 0.5% 48
2024
Q3 		$156M Sell
487,631
-23,115
-5% -$6.52M 0.52% 47
2024
Q2 		$144M Sell
510,746
-6,204
-1% -$1.54M 0.55% 45
2024
Q1 		$129M Buy
516,950
+38,718
+8% +$9.31M 0.49% 54
2023
Q4 		$108M Buy
478,232
+120,258
+34% +$28.5M 0.45% 65
2023
Q3 		$81.6M Buy
357,974
+356,987
+36,169% +$79.9M 0.48% 55
2023
Q2 		$217K Sell
987
-1,531
-61% -$319K ﹤0.01% 400
2023
Q1 		$482K Sell
2,518
-89
-3% -$16.9K ﹤0.01% 350
2022
Q4 		$492K Buy
2,607
+48
+2% +$8.98K ﹤0.01% 340
2022
Q3 		$438K Buy
2,559
+1,748
+216% +$310K ﹤0.01% 341
2022
Q2 		$132K Buy
811
+460
+131% +$76.3K ﹤0.01% 458
2022
Q1 		$61K Hold
351
– – ﹤0.01% 510
2021
Q4 		$60K Buy
+351
New +$57.4K ﹤0.01% 644

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank Julius Baer & Co's AJG Position: Q1 2026 in Review

Bank Julius Baer & Co reduced its Arthur J. Gallagher & Co (AJG) stake by 8.7% in Q1 2026, selling an estimated $11.2M and leaving 508,446 shares worth $110M. The position accounts for 0.33% of the portfolio, ranked #71.

Bank Julius Baer & Co first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $197M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Bank Julius Baer & Co held 508,446 shares of Arthur J. Gallagher & Co worth $110M as of Q1 2026.
  • Bank Julius Baer & Co sold 48,503 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $11.2M.
  • Arthur J. Gallagher & Co made up 0.33% of Bank Julius Baer & Co's portfolio in Q1 2026, its #71 holding.
  • Bank Julius Baer & Co first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Bank Julius Baer & Co's Arthur J. Gallagher & Co position peaked at $197M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.