1620 Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

1620 Investment Advisors’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 Q2	$172K	Sell	750 -58	-7%	-$12.3K	0.11%	197
2026 Q1	$175K	Hold	808	–	–	0.12%	173
2025 Q4	$209K	Hold	808	–	–	0.14%	155
2025 Q3	$250K	Hold	808	–	–	0.17%	132
2025 Q2	$259K	Hold	808	–	–	0.18%	133
2025 Q1	$279K	Hold	808	–	–	0.21%	127
2024 Q4	$229K	Hold	808	–	–	0.17%	143
2024 Q3	$227K	Hold	808	–	–	0.16%	146
2024 Q2	$210K	Hold	808	–	–	0.16%	151
2024 Q1	$202K	Buy	+808	New	+$194K	0.2%	132
2022 Q2	–	Sell	-1,727	Closed	-$293K	–	127
2022 Q1	$293K	Hold	1,727	–	–	0.32%	100
2021 Q4	$293K	Buy	+1,727	New	+$282K	0.33%	96

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

1620 Investment Advisors's AJG Position: Q2 2026 in Review

1620 Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 7.2% in Q2 2026, selling an estimated $12.3K and leaving 750 shares worth $172K. The position accounts for 0.11% of the portfolio, ranked #197.

1620 Investment Advisors first reported a position in AJG in Q4 2021 and has held it in 12 quarters since. The position peaked at $293K in Q1 2022. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

1620 Investment Advisors held 750 shares of Arthur J. Gallagher & Co worth $172K as of Q2 2026.
1620 Investment Advisors sold 58 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $12.3K.
Arthur J. Gallagher & Co made up 0.11% of 1620 Investment Advisors's portfolio in Q2 2026, its #197 holding.
1620 Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 12 quarters since.
1620 Investment Advisors's Arthur J. Gallagher & Co position peaked at $293K in Q1 2022.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.