Vontobel Holding
AJG icon

Vontobel Holding’s Arthur J. Gallagher & Co AJG Stock Holding History

Vontobel Holding’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 		$2.55M Buy
11,777
+953
+9% +$220K 0.01% 483
2025
Q4 		$2.8M Sell
10,824
-9,732
-47% -$2.58M 0.01% 497
2025
Q3 		$6.37M Sell
20,556
-1,088
-5% -$328K 0.02% 334
2025
Q2 		$6.93M Sell
21,644
-536
-2% -$177K 0.02% 309
2025
Q1 		$7.66M Sell
22,180
-3,321
-13% -$1.05M 0.03% 255
2024
Q4 		$7.24M Buy
25,501
+638
+3% +$186K 0.02% 264
2024
Q3 		$7M Buy
24,863
+1,451
+6% +$409K 0.02% 267
2024
Q2 		$6.07M Sell
23,412
-1,505
-6% -$373K 0.02% 275
2024
Q1 		$6.23M Buy
24,917
+623
+3% +$150K 0.05% 276
2023
Q4 		$5.46M Buy
24,294
+14,170
+140% +$3.36M 0.05% 294
2023
Q3 		$2.31M Buy
10,124
+7,000
+224% +$1.57M 0.02% 399
2023
Q2 		$686K Sell
3,124
-159
-5% -$33.1K 0.01% 708
2023
Q1 		$628K Sell
3,283
-440
-12% -$83.5K 0.01% 726
2022
Q4 		$700K Buy
3,723
+646
+21% +$121K 0.01% 666
2022
Q3 		$527K Buy
3,077
+179
+6% +$31.8K 0.01% 697
2022
Q2 		$473K Sell
2,898
-411
-12% -$68.2K 0.01% 739
2022
Q1 		$575K Sell
3,309
-3,512
-51% -$560K 0.01% 751
2021
Q4 		$1.15M Buy
6,821
+3,520
+107% +$575K 0.01% 592
2021
Q3 		$491K Buy
3,301
+128
+4% +$18.3K ﹤0.01% 800
2021
Q2 		$448K Sell
3,173
-173
-5% -$24.4K ﹤0.01% 799
2021
Q1 		$417K Sell
3,346
-1,585
-32% -$191K ﹤0.01% 714
2020
Q4 		$580K Buy
+4,931
New +$562K ﹤0.01% 626

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

Vontobel Holding's AJG Position: Q1 2026 in Review

Vontobel Holding increased its Arthur J. Gallagher & Co (AJG) stake by 8.8% in Q1 2026, buying an estimated $220K and bringing the position to 11,777 shares worth $2.55M. The position accounts for 0.01% of the portfolio, ranked #483.

Vontobel Holding first reported a position in AJG in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.66M in Q1 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Vontobel Holding held 11,777 shares of Arthur J. Gallagher & Co worth $2.55M as of Q1 2026.
  • Vontobel Holding bought 953 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $220K.
  • Arthur J. Gallagher & Co made up 0.01% of Vontobel Holding's portfolio in Q1 2026, its #483 holding.
  • Vontobel Holding first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 22 quarters since.
  • Vontobel Holding's Arthur J. Gallagher & Co position peaked at $7.66M in Q1 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.