UAG
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United Advisor Group’s Arthur J. Gallagher & Co AJG Stock Holding History

United Advisor Group’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
Q3 		$217K Buy
+952
New +$239K 0.02% 536

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

United Advisor Group's AJG Position: Q3 2026 in Review

United Advisor Group opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 952 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #536 among its holdings.

1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • United Advisor Group held 952 shares of Arthur J. Gallagher & Co worth $217K as of Q3 2026.
  • Arthur J. Gallagher & Co was a new United Advisor Group position in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #536 holding.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.