Advisor OS’s Arthur J. Gallagher & Co AJG Stock Holding History

Advisor OS’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	$296K	Sell	1,291 -90	-7%	-$19.1K	0.02%	452
2026 Q1	$299K	Sell	1,381 -2,410	-64%	-$557K	0.02%	426
2025 Q4	$981K	Sell	3,791 -345	-8%	-$91.3K	0.08%	163
2025 Q3	$1.28M	Buy	4,136 +225	+6%	+$67.8K	0.11%	120
2025 Q2	$1.25M	Sell	3,911 -226	-5%	-$74.5K	0.12%	116
2025 Q1	$1.43M	Sell	4,137 -336	-8%	-$106K	0.16%	87
2024 Q4	$1.27M	Sell	4,473 -604	-12%	-$176K	0.15%	104
2024 Q3	$1.43M	Sell	5,077 -66	-1%	-$18.6K	0.14%	117
2024 Q2	$1.33M	Buy	5,143 +458	+10%	+$114K	0.15%	117
2024 Q1	$1.17M	Buy	4,685 +1,989	+74%	+$478K	0.13%	140
2023 Q4	$606K	Buy	+2,696	New	+$639K	0.08%	190

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advisor OS's AJG Position: Q2 2026 in Review

Advisor OS reduced its Arthur J. Gallagher & Co (AJG) stake by 6.5% in Q2 2026, selling an estimated $19.1K and leaving 1,291 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #452.

Advisor OS first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.43M in Q3 2024. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Advisor OS held 1,291 shares of Arthur J. Gallagher & Co worth $296K as of Q2 2026.
Advisor OS sold 90 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $19.1K.
Arthur J. Gallagher & Co made up 0.02% of Advisor OS's portfolio in Q2 2026, its #452 holding.
Advisor OS first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Advisor OS's Arthur J. Gallagher & Co position peaked at $1.43M in Q3 2024.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.