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

Alerus Financial’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	–	Sell	-22	Closed	-$5.05K	–	533
2026 Q2	$5.05K	Hold	22	–	–	﹤0.01%	421
2026 Q1	$4.76K	Hold	22	–	–	﹤0.01%	424
2025 Q4	$5.69K	Hold	22	–	–	﹤0.01%	394
2025 Q3	$6.81K	Sell	22 -26	-54%	-$7.84K	﹤0.01%	413
2025 Q2	$15.4K	Buy	+48	New	+$15.8K	﹤0.01%	330
2024 Q4	–	Sell	-10,674	Closed	-$3M	–	159
2024 Q3	$3M	Sell	10,674 -518	-5%	-$146K	0.22%	85
2024 Q2	$2.9M	Sell	11,192 -240	-2%	-$59.5K	0.22%	80
2024 Q1	$2.86M	Sell	11,432 -1,526	-12%	-$367K	0.22%	86
2023 Q4	$2.91M	Sell	12,958 -210	-2%	-$49.7K	0.24%	84
2023 Q3	$3M	Sell	13,168 -2,003	-13%	-$448K	0.27%	82
2023 Q2	$3.33M	Sell	15,171 -1,985	-12%	-$413K	0.28%	83
2023 Q1	$3.28M	Sell	17,156 -130	-0.8%	-$24.7K	0.29%	87
2022 Q4	$3.26M	Buy	+17,286	New	+$3.23M	0.3%	87

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

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

Alerus Financial's AJG Position: Q3 2026 in Review

Alerus Financial sold out of Arthur J. Gallagher & Co (AJG) in Q3 2026, closing a stake of 22 shares — an estimated $5.05K sold.

Alerus Financial first reported a position in AJG in Q4 2022 and held it in 13 quarters. The position peaked at $3.33M in Q2 2023. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Alerus Financial reported no remaining Arthur J. Gallagher & Co position as of Q3 2026 after selling out during the quarter.
Alerus Financial sold 22 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $5.05K.
Alerus Financial first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 13 quarters.
Alerus Financial's Arthur J. Gallagher & Co position peaked at $3.33M in Q2 2023.
1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Alerus Financial's 13F filing for Q3 2026, filed 9 Nov 2026.