AFT
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Alpha Family Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Alpha Family Trust’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 		$235K Hold
1,025
– – 0.09% 177
2026
Q1 		$222K Buy
+1,025
New +$237K 0.11% 183
2025
Q4 		– Sell
-820
Closed -$254K – 196
2025
Q3 		$254K Hold
820
– – 0.12% 149
2025
Q2 		$262K Hold
820
– – 0.13% 150
2025
Q1 		$283K Buy
+820
New +$259K 0.17% 126

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 $3.38T AUM 44.17% 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

Alpha Family Trust's AJG Position: Q2 2026 in Review

Alpha Family Trust held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,025 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #177.

Alpha Family Trust first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $283K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Alpha Family Trust held 1,025 shares of Arthur J. Gallagher & Co worth $235K as of Q2 2026.
  • Alpha Family Trust left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.09% of Alpha Family Trust's portfolio in Q2 2026, its #177 holding.
  • Alpha Family Trust first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • Alpha Family Trust's Arthur J. Gallagher & Co position peaked at $283K in Q1 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.