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AA Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

AA Financial 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 		$357K Buy
1,556
+348
+29% +$73.9K 0.04% 178
2026
Q1 		$262K Sell
1,208
-477
-28% -$110K 0.04% 193
2025
Q4 		$436K Buy
1,685
+72
+4% +$19.1K 0.08% 136
2025
Q3 		$500K Hold
1,613
– – 0.1% 116
2025
Q2 		$516K Buy
1,613
+1,006
+166% +$332K 0.11% 109
2025
Q1 		$210K Buy
+607
New +$192K 0.05% 170

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AA Financial Advisors's AJG Position: Q2 2026 in Review

AA Financial Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 29% in Q2 2026, buying an estimated $73.9K and bringing the position to 1,556 shares worth $357K. The position accounts for 0.04% of the portfolio, ranked #178.

AA Financial Advisors first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $516K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • AA Financial Advisors held 1,556 shares of Arthur J. Gallagher & Co worth $357K as of Q2 2026.
  • AA Financial Advisors bought 348 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $73.9K.
  • Arthur J. Gallagher & Co made up 0.04% of AA Financial Advisors's portfolio in Q2 2026, its #178 holding.
  • AA Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • AA Financial Advisors's Arthur J. Gallagher & Co position peaked at $516K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.