UBS Group’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $244M | Buy |
1,064,498
+75,324
| +8% | +$16M | 0.03% | 558 |
|
|
2026
Q1 | $214M | Sell |
989,174
-89,269
| -8% | -$20.6M | 0.03% | 588 |
|
|
2025
Q4 | $279M | Buy |
1,078,443
+238,146
| +28% | +$63M | 0.05% | 418 |
|
|
2025
Q3 | $260M | Sell |
840,297
-5,827
| -0.7% | -$1.76M | 0.04% | 449 |
|
|
2025
Q2 | $271M | Sell |
846,124
-303,343
| -26% | -$100M | 0.05% | 405 |
|
|
2025
Q1 | $397M | Buy |
1,149,467
+1,319
| +0.1% | +$417K | 0.07% | 270 |
|
|
2024
Q4 | $326M | Buy |
1,148,148
+598,823
| +109% | +$174M | 0.06% | 303 |
|
|
2024
Q3 | $155M | Buy |
549,325
+52,784
| +11% | +$14.9M | 0.03% | 521 |
|
|
2024
Q2 | $129M | Buy |
496,541
+26,320
| +6% | +$6.53M | 0.03% | 520 |
|
|
2024
Q1 | $118M | Buy |
470,221
+108,780
| +30% | +$26.1M | 0.03% | 572 |
|
|
2023
Q4 | $81.3M | Buy |
361,441
+28,359
| +9% | +$6.72M | 0.02% | 687 |
|
|
2023
Q3 | $75.9M | Sell |
333,082
-43,885
| -12% | -$9.82M | 0.03% | 616 |
|
|
2023
Q2 | $82.8M | Buy |
376,967
+54,994
| +17% | +$11.4M | 0.03% | 572 |
|
|
2023
Q1 | $61.6M | Sell |
321,973
-45,341
| -12% | -$8.6M | 0.02% | 677 |
|
|
2022
Q4 | $69.3M | Buy |
367,314
+158,460
| +76% | +$29.6M | 0.03% | 639 |
|
|
2022
Q3 | $35.8M | Sell |
208,854
-68,612
| -25% | -$12.2M | 0.02% | 892 |
|
|
2022
Q2 | $45.2M | Buy |
277,466
+100,228
| +57% | +$16.6M | 0.02% | 780 |
|
|
2022
Q1 | $30.9M | Buy |
177,238
+136,961
| +340% | +$21.8M | 0.01% | 1127 |
|
|
2021
Q4 | $6.83M | Buy |
40,277
+1,070
| +3% | +$175K | ﹤0.01% | 2504 |
|
|
2021
Q3 | $5.83M | Sell |
39,207
-90,978
| -70% | -$13M | ﹤0.01% | 2508 |
|
|
2021
Q2 | $18.2M | Sell |
130,185
-228,057
| -64% | -$32.2M | 0.01% | 1561 |
|
|
2021
Q1 | $44.7M | Buy |
358,242
+32,884
| +10% | +$3.97M | 0.01% | 905 |
|
|
2020
Q4 | $40.3M | Buy |
325,358
+22,671
| +7% | +$2.58M | 0.01% | 908 |
|
|
2020
Q3 | $32M | Buy |
302,687
+133,808
| +79% | +$13.9M | 0.01% | 886 |
|
|
2020
Q2 | $16.5M | Buy |
168,879
+104,962
| +164% | +$9.29M | 0.01% | 1193 |
|
|
2020
Q1 | $5.21M | Sell |
63,917
-314,640
| -83% | -$30.1M | ﹤0.01% | 1884 |
|
|
2019
Q4 | $36M | Buy |
378,557
+167,272
| +79% | +$15.3M | 0.01% | 972 |
|
|
2019
Q3 | $18.9M | Sell |
211,285
-68,291
| -24% | -$6.14M | 0.01% | 1282 |
|
|
2019
Q2 | $24.5M | Buy |
279,576
+11,441
| +4% | +$955K | 0.01% | 1072 |
|
|
2019
Q1 | $20.9M | Buy |
268,135
+131,650
| +96% | +$10.1M | 0.01% | 1125 |
|
|
2018
Q4 | $10.1M | Sell |
136,485
-57,519
| -30% | -$4.29M | ﹤0.01% | 1565 |
|
|
2018
Q3 | $14.4M | Buy |
194,004
+46,598
| +32% | +$3.34M | 0.01% | 1460 |
|
|
2018
Q2 | $9.62M | Sell |
147,406
-130,096
| -47% | -$8.81M | ﹤0.01% | 1789 |
|
|
2018
Q1 | $19.1M | Buy |
277,502
+31,837
| +13% | +$2.15M | 0.01% | 1200 |
|
|
2017
Q4 | $15.5M | Buy |
245,665
+97,040
| +65% | +$6.2M | 0.01% | 1367 |
|
|
2017
Q3 | $9.15M | Sell |
148,625
-5,323
| -3% | -$313K | ﹤0.01% | 1685 |
|
|
2017
Q2 | $8.81M | Sell |
153,948
-9,279
| -6% | -$524K | ﹤0.01% | 1647 |
|
|
2017
Q1 | $9.23M | Sell |
163,227
-34,481
| -17% | -$1.9M | 0.01% | 1578 |
|
|
2016
Q4 | $10.3M | Buy |
197,708
+9,655
| +5% | +$486K | 0.01% | 1475 |
|
|
2016
Q3 | $9.57M | Sell |
188,053
-12,815
| -6% | -$633K | 0.01% | 1448 |
|
|
2016
Q2 | $9.56M | Sell |
200,868
-18,726
| -9% | -$869K | 0.01% | 1412 |
|
|
2016
Q1 | $9.77M | Sell |
219,594
-109,486
| -33% | -$4.37M | 0.01% | 1347 |
|
|
2015
Q4 | $13.5M | Buy |
329,080
+30,778
| +10% | +$1.32M | 0.01% | 1201 |
|
|
2015
Q3 | $12.3M | Buy |
298,302
+130,015
| +77% | +$5.89M | 0.01% | 1224 |
|
|
2015
Q2 | $7.96M | Buy |
168,287
+23,612
| +16% | +$1.14M | 0.01% | 1651 |
|
|
2015
Q1 | $6.76M | Buy |
144,675
+97,446
| +206% | +$4.55M | ﹤0.01% | 1805 |
|
|
2014
Q4 | $2.22M | Buy |
+47,229
| New | +$2.22M | ﹤0.01% | 2803 |
|
Other funds holding AJG
UBS Group's AJG Position: Q2 2026 in Review
UBS Group increased its Arthur J. Gallagher & Co (AJG) stake by 7.6% in Q2 2026, buying an estimated $16M and bringing the position to 1,064,498 shares worth $244M. The position accounts for 0.03% of the portfolio, ranked #558.
UBS Group first reported a position in AJG in Q4 2014 and has held it in 47 quarters since. The position peaked at $397M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- UBS Group held 1,064,498 shares of Arthur J. Gallagher & Co worth $244M as of Q2 2026.
- UBS Group bought 75,324 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16M.
- Arthur J. Gallagher & Co made up 0.03% of UBS Group's portfolio in Q2 2026, its #558 holding.
- UBS Group first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 47 quarters since.
- UBS Group's Arthur J. Gallagher & Co position peaked at $397M in Q1 2025.
- 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.