Alta Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Alta Advisers’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	$438K	Buy	1,919 +941	+96%	+$236K	0.06%	188
2026 Q2	$225K	Hold	978	–	–	0.05%	202
2026 Q1	$212K	Hold	978	–	–	0.08%	193
2025 Q4	$253K	Sell	978 -240	-20%	-$63.5K	0.09%	157
2025 Q3	$377K	Hold	1,218	–	–	0.12%	140
2025 Q2	$390K	Hold	1,218	–	–	0.14%	131
2025 Q1	$421K	Buy	1,218 +500	+70%	+$158K	0.18%	112
2024 Q4	$204K	Buy	718 +118	+20%	+$34.3K	0.13%	150
2024 Q3	$169K	Hold	600	–	–	0.08%	174
2024 Q2	$156K	Hold	600	–	–	0.07%	163
2024 Q1	$150K	Hold	600	–	–	0.07%	176
2023 Q4	$135K	Hold	600	–	–	0.07%	182
2023 Q3	$137K	Hold	600	–	–	0.08%	154
2023 Q2	$132K	Hold	600	–	–	0.07%	175
2023 Q1	$115K	Hold	600	–	–	0.07%	196
2022 Q4	$113K	Hold	600	–	–	0.07%	196
2022 Q3	$103K	Buy	+600	New	+$107K	0.06%	197

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

Alta Advisers's AJG Position: Q3 2026 in Review

Alta Advisers increased its Arthur J. Gallagher & Co (AJG) stake by 96% in Q3 2026, buying an estimated $236K and bringing the position to 1,919 shares worth $438K. The position accounts for 0.06% of the portfolio, ranked #188.

Alta Advisers first reported a position in AJG in Q3 2022 and has held it in 17 quarters since. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Alta Advisers held 1,919 shares of Arthur J. Gallagher & Co worth $438K as of Q3 2026.
Alta Advisers bought 941 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $236K.
Arthur J. Gallagher & Co made up 0.06% of Alta Advisers's portfolio in Q3 2026, its #188 holding.
Alta Advisers first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 17 quarters since.
1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Alta Advisers's 13F filing for Q3 2026, filed 2 Nov 2026.