Albion Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Albion Financial Group’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	$2.98K	Sell	13 -1	-7%	-$212	﹤0.01%	520
2026 Q1	$3.03K	Buy	14 +1	+8%	+$231	﹤0.01%	533
2025 Q4	$3.37K	Hold	13	–	–	﹤0.01%	502
2025 Q3	$4.03K	Hold	13	–	–	﹤0.01%	470
2025 Q2	$4.16K	Hold	13	–	–	﹤0.01%	425
2025 Q1	$4.49K	Hold	13	–	–	﹤0.01%	424
2024 Q4	$3.69K	Hold	13	–	–	﹤0.01%	496
2024 Q3	$3.66K	Hold	13	–	–	﹤0.01%	391
2024 Q2	$3.37K	Hold	13	–	–	﹤0.01%	397
2024 Q1	$3.25K	Buy	13 +3	+30%	+$721	﹤0.01%	386
2023 Q4	$2.25K	Hold	10	–	–	﹤0.01%	392
2023 Q3	$2.28K	Hold	10	–	–	﹤0.01%	374
2023 Q2	$2.2K	Hold	10	–	–	﹤0.01%	380
2023 Q1	$1.91K	Hold	10	–	–	﹤0.01%	374
2022 Q4	$1.89K	Hold	10	–	–	﹤0.01%	385
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	382
2022 Q2	$2K	Sell	10 -16	-62%	-$2.65K	﹤0.01%	405
2022 Q1	$5K	Buy	26 +6	+30%	+$957	﹤0.01%	406
2021 Q4	$3K	Buy	+20	New	+$3.27K	﹤0.01%	473

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 $3.37T AUM 44.26% 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

Albion Financial Group's AJG Position: Q2 2026 in Review

Albion Financial Group reduced its Arthur J. Gallagher & Co (AJG) stake by 7.1% in Q2 2026, selling an estimated $212 and leaving 13 shares worth $2.98K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Albion Financial Group first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q1 2022. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Albion Financial Group held 13 shares of Arthur J. Gallagher & Co worth $2.98K as of Q2 2026.
Albion Financial Group sold 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #520 holding.
Albion Financial Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
Albion Financial Group's Arthur J. Gallagher & Co position peaked at $5K in Q1 2022.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.