Anchor Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Anchor Capital Advisors’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	$232K	Hold	1,011	–	–	0.01%	237
2026 Q1	$219K	Sell	1,011 -144,537	-99%	-$33.4M	0.01%	240
2025 Q4	$37.7M	Buy	145,548 +1,320	+0.9%	+$349K	1.09%	39
2025 Q3	$44.7M	Buy	144,228 +20,072	+16%	+$6.05M	1.29%	33
2025 Q2	$39.7M	Sell	124,156 -1,823	-1%	-$601K	1.17%	37
2025 Q1	$43.5M	Sell	125,979 -6,546	-5%	-$2.07M	1.3%	25
2024 Q4	$37.6M	Sell	132,525 -7,072	-5%	-$2.06M	1.07%	36
2024 Q3	$39.3M	Sell	139,597 -4,829	-3%	-$1.36M	1.04%	38
2024 Q2	$37.5M	Buy	+144,426	New	+$35.8M	1.05%	38

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Anchor Capital Advisors's AJG Position: Q2 2026 in Review

Anchor Capital Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,011 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #237.

Anchor Capital Advisors first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $44.7M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Anchor Capital Advisors held 1,011 shares of Arthur J. Gallagher & Co worth $232K as of Q2 2026.
Anchor Capital Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #237 holding.
Anchor Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Anchor Capital Advisors's Arthur J. Gallagher & Co position peaked at $44.7M in Q3 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.