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Ameritas Investment Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Ameritas Investment Partners’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 		$507K Sell
2,209
-89
-4% -$18.9K 0.01% 904
2026
Q1 		$498K Hold
2,298
– – 0.02% 841
2025
Q4 		$595K Sell
2,298
-39
-2% -$10.3K 0.02% 785
2025
Q3 		$724K Sell
2,337
-80
-3% -$24.1K 0.02% 703
2025
Q2 		$774K Sell
2,417
-26
-1% -$8.57K 0.02% 694
2025
Q1 		$843K Hold
2,443
– – 0.03% 654
2024
Q4 		$693K Buy
2,443
+224
+10% +$65.2K 0.02% 719
2024
Q3 		$624K Sell
2,219
-80
-3% -$22.6K 0.02% 756
2024
Q2 		$596K Sell
2,299
-46
-2% -$11.4K 0.02% 747
2024
Q1 		$586K Sell
2,345
-54
-2% -$13K 0.02% 761
2023
Q4 		$539K Sell
2,399
-88
-4% -$20.8K 0.02% 775
2023
Q3 		$567K Sell
2,487
-58
-2% -$13K 0.02% 734
2023
Q2 		$559K Hold
2,545
– – 0.02% 735
2023
Q1 		$487K Hold
2,545
– – 0.02% 765
2022
Q4 		$499K Sell
2,545
-114
-4% -$21.3K 0.02% 777
2022
Q3 		$455K Hold
2,659
– – 0.02% 772
2022
Q2 		$433K Hold
2,659
– – 0.02% 791
2022
Q1 		$464K Sell
2,659
-150
-5% -$23.9K 0.02% 820
2021
Q4 		$476K Hold
2,809
– – 0.02% 823
2021
Q3 		$417K Hold
2,809
– – 0.02% 849
2021
Q2 		$393K Buy
2,809
+11
+0.4% +$1.55K 0.01% 862
2021
Q1 		$349K Hold
2,798
– – 0.01% 889
2020
Q4 		$346K Sell
2,798
-245
-8% -$27.9K 0.02% 869
2020
Q3 		$321K Hold
3,043
– – 0.01% 845
2020
Q2 		$297K Hold
3,043
– – 0.01% 860
2020
Q1 		$248K Sell
3,043
-180
-6% -$17.2K 0.01% 841
2019
Q4 		$307K Hold
3,223
– – 0.01% 878
2019
Q3 		$289K Hold
3,223
– – 0.01% 887
2019
Q2 		$282K Hold
3,223
– – 0.01% 896
2019
Q1 		$252K Hold
3,223
– – 0.01% 930
2018
Q4 		$238K Sell
3,223
-231
-7% -$17.2K 0.01% 894
2018
Q3 		$257K Hold
3,454
– – 0.01% 950
2018
Q2 		$225K Sell
3,454
-285
-8% -$19.3K 0.01% 1009
2018
Q1 		$257K Sell
3,739
-261
-7% -$17.6K 0.01% 957
2017
Q4 		$253K Sell
4,000
-232
-5% -$14.8K 0.01% 975
2017
Q3 		$245K Hold
4,232
– – 0.01% 956
2017
Q2 		$242K Hold
4,232
– – 0.01% 956
2017
Q1 		$239K Hold
4,232
– – 0.01% 961
2016
Q4 		$220K Hold
4,232
– – 0.01% 993
2016
Q3 		$215K Buy
+4,232
New +$209K 0.01% 980
2016
Q2 		– Sell
-26,668
Closed -$1.19M – 1164
2016
Q1 		$1.19M Hold
26,668
– – 0.08% 244
2015
Q4 		$1.09M Buy
26,668
+449
+2% +$19.3K 0.07% 268
2015
Q3 		$1.08M Buy
26,219
+1,035
+4% +$46.9K 0.08% 261
2015
Q2 		$1.19M Buy
25,184
+418
+2% +$20.1K 0.08% 262
2015
Q1 		$1.16M Buy
24,766
+972
+4% +$45.4K 0.08% 266
2014
Q4 		$1.12M Buy
23,794
+370
+2% +$17.4K 0.08% 258
2014
Q3 		$1.06M Hold
23,424
– – 0.08% 270
2014
Q2 		$1.09M Buy
23,424
+3,000
+15% +$137K 0.08% 266
2014
Q1 		$972K Sell
20,424
-297
-1% -$13.9K 0.08% 298
2013
Q4 		$972K Buy
20,721
+481
+2% +$22.3K 0.08% 296
2013
Q3 		$883K Buy
+20,240
New +$889K 0.08% 305

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

Ameritas Investment Partners's AJG Position: Q2 2026 in Review

Ameritas Investment Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 3.9% in Q2 2026, selling an estimated $18.9K and leaving 2,209 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #904.

Ameritas Investment Partners first reported a position in AJG in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.19M in Q2 2015. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Ameritas Investment Partners held 2,209 shares of Arthur J. Gallagher & Co worth $507K as of Q2 2026.
  • Ameritas Investment Partners sold 89 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $18.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #904 holding.
  • Ameritas Investment Partners first reported a position in Arthur J. Gallagher & Co in Q3 2013 and has held it in 51 quarters since.
  • Ameritas Investment Partners's Arthur J. Gallagher & Co position peaked at $1.19M in Q2 2015.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.