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 2019-Q1. 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
2024-Q2	Decreased	84,237	-4.8%	$21.8M	0.2%	$254.40	0
2024-Q1	Decreased	88,521	-6.8%	$22.1M	0.2%	$244.72	0
2023-Q4	Decreased	94,939	-39.3%	$21.3M	0.2%	$219.56	0
2023-Q3	Decreased	156,354	-13.2%	$35.6M	0.2%	$222.04	0
2023-Q2	Decreased	180,154	-5.9%	$39.6M	0.2%	$213.39	0
2023-Q1	Decreased	191,359	-1.7%	$36.6M	0.2%	$185.41	0
2022-Q4	Decreased	194,721	-8.4%	$36.7M	0.2%	$182.19	0
2022-Q3	Decreased	212,517	-4.1%	$36.4M	0.2%	$165.03	0
2022-Q2	Decreased	221,643	-7.8%	$36.1M	0.2%	$156.71	0
2022-Q1	Decreased	240,310	-4.4%	$42M	0.2%	$167.28	0
2021-Q4	Decreased	251,303	-0.0%	$42.6M	0.2%	$162.04	0
2021-Q3	Increased	251,353	+0.7%	$37.4M	0.2%	$141.54	35
2021-Q2	Decreased	249,546	-2.0%	$35M	0.2%	$132.94	0
2021-Q1	Decreased	254,676	-2.5%	$31.8M	0.2%	$118.02	0
2020-Q4	Decreased	261,124	-1.1%	$32.3M	0.2%	$116.56	0
2020-Q3	Decreased	264,126	-2.3%	$27.9M	0.2%	$99.09	0
2020-Q2	Increased	270,323	+3.6%	$26.4M	0.2%	$91.12	36
2020-Q1	Decreased	260,898	-4.0%	$21.3M	0.2%	$75.83	0
2019-Q4	Increased	271,837	+5.1%	$25.9M	0.2%	$88.22	36
2019-Q3	Increased	258,568	+0.7%	$23.2M	0.2%	$82.59	34
2019-Q2	Increased	256,714	+27.8%	$22.5M	0.1%	$80.38	42
2019-Q1	New	200,947	-	$15.7M	0.1%	$71.32	47

AJG29 quarters

AJG
29 quarters