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

Addison 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 Q3	$457	Buy	+2	New	+$501	﹤0.01%	742
2026 Q2	–	Sell	-24	Closed	-$5.2K	–	713
2026 Q1	$5.2K	Sell	24 -6	-20%	-$1.39K	﹤0.01%	731
2025 Q4	$7.76K	Sell	30 -6	-17%	-$1.59K	﹤0.01%	653
2025 Q3	$11.2K	Sell	36 -7	-16%	-$2.11K	﹤0.01%	623
2025 Q2	$13.8K	Buy	43 +19	+79%	+$6.26K	﹤0.01%	586
2025 Q1	$8.29K	Hold	24	–	–	﹤0.01%	607
2024 Q4	$6.81K	Hold	24	–	–	﹤0.01%	634
2024 Q3	$6.75K	Hold	24	–	–	﹤0.01%	638
2024 Q2	$6.22K	Buy	+24	New	+$5.95K	﹤0.01%	611
2023 Q1	–	Sell	-4	Closed	-$754	–	632
2022 Q4	$754	Hold	4	–	–	﹤0.01%	644
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	581
2022 Q2	$1K	Hold	4	–	–	﹤0.01%	566
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	600
2021 Q4	$1K	Buy	+4	New	+$654	﹤0.01%	549

Other funds holding AJG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Addison Advisors's AJG Position: Q3 2026 in Review

Addison Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 2 shares worth $457. The stake represents ﹤0.01% of the portfolio and ranks #742 among its holdings. This is a return to the name: Addison Advisors previously reported a position in AJG as recently as Q1 2026.

Addison Advisors first reported a position in AJG in Q4 2021 and has held it in 14 quarters since. The position peaked at $13.8K in Q2 2025. 744 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Addison Advisors held 2 shares of Arthur J. Gallagher & Co worth $457 as of Q3 2026.
Arthur J. Gallagher & Co was a new Addison Advisors position in Q3 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Addison Advisors's portfolio in Q3 2026, its #742 holding.
Addison Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 14 quarters since.
Addison Advisors's Arthur J. Gallagher & Co position peaked at $13.8K in Q2 2025.
744 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.