Question 1

How many shares of AJG does UNITED CAPITAL FINANCIAL ADVISORS, LLC own?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC holds 72,296 shares of AJG (ARTHUR J GALLAGHER & CO).

Question 2

What is UNITED CAPITAL FINANCIAL ADVISORS, LLC's AJG position worth?

Accepted Answer

As of 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC's AJG position is worth $15.7M.

Question 3

Is UNITED CAPITAL FINANCIAL ADVISORS, LLC buying or selling AJG?

Accepted Answer

In 2026-Q1, UNITED CAPITAL FINANCIAL ADVISORS, LLC decreased their AJG position (-10.3% change in shares).

Question 4

When did UNITED CAPITAL FINANCIAL ADVISORS, LLC first buy AJG?

Accepted Answer

Based on available 13F filings, UNITED CAPITAL FINANCIAL ADVISORS, LLC first reported a position in AJG in 2024-Q3. They have held the position across 29 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Decreased	72,296	-10.3%	$15.7M	0.1%	$215.86	0
2025-Q4	Decreased	80,591	-6.0%	$20.9M	0.1%	$257.15	0
2025-Q3	Increased	85,730	+96.5%	$26.6M	0.2%	$306.96	55
2025-Q2	Decreased	43,636	-1.9%	$14M	0.1%	$316.56	0
2025-Q1	Decreased	44,461	-23.5%	$15.3M	0.1%	$340.72	0
2024-Q4	Decreased	58,109	-25.2%	$16.5M	0.1%	$279.60	0
2024-Q3	Decreased	77,663	-7.8%	$21.9M	0.2%	$276.61	0