Back to UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS, LLC

AJGAJG

Showing 8 of 30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in GALLAGHER ARTHUR J & CO

Yes. United Capital Financial Advisors holds 57,766 shares of AJG (Gallagher Arthur), worth $13.3M, as of its Q2 2026 13F filing. It reduced the position by 14,530 shares (-20.1%) from Q1 2026. United Capital Financial Advisors has held AJG in every 13F on record since Q1 2019, 30 quarterly filings. AJG is 0.1% of United Capital Financial Advisors' reported 13F portfolio.

Current Value

$13.3M

Current Shares

57,766

Total Value Change

-$8.6M

Total Shares Change

-19,897

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
57,766
-20.1%
$13.3M0.1%$228.96
0
2026-Q1
Decreased
72,296
-10.3%
$15.7M0.1%$215.86
0
2025-Q4
Decreased
80,591
-6.0%
$20.9M0.1%$257.15
0
2025-Q3
Increased
85,730
+96.5%
$26.6M0.2%$306.96
55
2025-Q2
Decreased
43,636
-1.9%
$14M0.1%$316.56
0
2025-Q1
Decreased
44,461
-23.5%
$15.3M0.1%$340.72
0
2024-Q4
Decreased
58,109
-25.2%
$16.5M0.1%$279.60
0
2024-Q3
Decreased
77,663
-7.8%
$21.9M0.2%$276.61
0

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used