ACG
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Allen Capital Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Allen Capital 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 		$503K Buy
2,192
+31
+1% +$6.58K 0.04% 204
2026
Q1 		$468K Buy
2,161
+266
+14% +$61.4K 0.04% 204
2025
Q4 		$490K Buy
1,895
+47
+3% +$12.4K 0.04% 196
2025
Q3 		$572K Sell
1,848
-30
-2% -$9.04K 0.05% 177
2025
Q2 		$601K Buy
1,878
+275
+17% +$90.6K 0.06% 163
2025
Q1 		$553K Buy
1,603
+33
+2% +$10.4K 0.06% 154
2024
Q4 		$446K Buy
1,570
+235
+18% +$68.4K 0.05% 161
2024
Q3 		$376K Buy
1,335
+46
+4% +$13K 0.05% 170
2024
Q2 		$334K Buy
1,289
+61
+5% +$15.1K 0.05% 166
2024
Q1 		$307K Buy
+1,228
New +$295K 0.04% 162
2022
Q1 		– Sell
-3,389
Closed -$575K – 172
2021
Q4 		$575K Buy
3,389
+440
+15% +$71.9K 0.07% 109
2021
Q3 		$438K Sell
2,949
-3,550
-55% -$508K 0.09% 106
2021
Q2 		$910K Hold
6,499
– – 0.18% 86
2021
Q1 		$811K Sell
6,499
-50
-0.8% -$6.03K 0.18% 87
2020
Q4 		$810K Hold
6,549
– – 0.2% 80
2020
Q3 		$712K Sell
6,549
-284
-4% -$29.5K 0.18% 82
2020
Q2 		$666K Hold
6,833
– – 0.18% 79
2020
Q1 		$557K Sell
6,833
-227
-3% -$21.7K 0.17% 77
2019
Q4 		$672K Hold
7,060
– – 0.18% 86
2019
Q3 		$616K Hold
7,060
– – 0.19% 83
2019
Q2 		$618K Sell
7,060
-3,015
-30% -$252K 0.2% 79
2019
Q1 		$787K Buy
+10,075
New +$776K 0.26% 69
2018
Q4 		– Sell
-8,948
Closed -$666K – 120
2018
Q3 		$666K Sell
8,948
-404
-4% -$29K 0.22% 74
2018
Q2 		$610K Buy
9,352
+112
+1% +$7.58K 0.23% 69
2018
Q1 		$635K Buy
9,240
+467
+5% +$31.5K 0.25% 64
2017
Q4 		$555K Buy
+8,773
New +$560K 0.24% 64

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

Allen Capital Group's AJG Position: Q2 2026 in Review

Allen Capital Group increased its Arthur J. Gallagher & Co (AJG) stake by 1.4% in Q2 2026, buying an estimated $6.58K and bringing the position to 2,192 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #204.

Allen Capital Group first reported a position in AJG in Q4 2017 and has held it in 26 quarters since. The position peaked at $910K in Q2 2021. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Allen Capital Group held 2,192 shares of Arthur J. Gallagher & Co worth $503K as of Q2 2026.
  • Allen Capital Group bought 31 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.58K.
  • Arthur J. Gallagher & Co made up 0.04% of Allen Capital Group's portfolio in Q2 2026, its #204 holding.
  • Allen Capital Group first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 26 quarters since.
  • Allen Capital Group's Arthur J. Gallagher & Co position peaked at $910K in Q2 2021.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.