AIM
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Allen Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Allen Investment Management’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 		$756K Buy
3,292
+30
+0.9% +$6.37K 0.01% 169
2026
Q1 		$706K Buy
3,262
+20
+0.6% +$4.62K 0.01% 172
2025
Q4 		$839K Hold
3,242
– – 0.01% 158
2025
Q3 		$1M Hold
3,242
– – 0.01% 138
2025
Q2 		$1.04M Hold
3,242
– – 0.01% 134
2025
Q1 		$1.12M Hold
3,242
– – 0.01% 135
2024
Q4 		$920K Sell
3,242
-70
-2% -$20.4K 0.01% 139
2024
Q3 		$932K Buy
3,312
+1,592
+93% +$449K 0.01% 148
2024
Q2 		$446K Buy
+1,720
New +$427K 0.01% 177

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Allen Investment Management's AJG Position: Q2 2026 in Review

Allen Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.92% in Q2 2026, buying an estimated $6.37K and bringing the position to 3,292 shares worth $756K. The position accounts for 0.01% of the portfolio, ranked #169.

Allen Investment Management first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Allen Investment Management held 3,292 shares of Arthur J. Gallagher & Co worth $756K as of Q2 2026.
  • Allen Investment Management bought 30 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.37K.
  • Arthur J. Gallagher & Co made up 0.01% of Allen Investment Management's portfolio in Q2 2026, its #169 holding.
  • Allen Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
  • Allen Investment Management's Arthur J. Gallagher & Co position peaked at $1.12M in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.