Arlington Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Arlington 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 Q3	$1.59M	Buy	6,978 +29	+0.4%	+$7.27K	0.12%	36
2026 Q2	$1.6M	Hold	6,949	–	–	0.13%	33
2026 Q1	$1.51M	Sell	6,949 -1	-0%	-$231	0.13%	34
2025 Q4	$1.8M	Sell	6,950 -432	-6%	-$114K	0.18%	26
2025 Q3	$2.29M	Hold	7,382	–	–	0.41%	35
2025 Q2	$2.36M	Buy	7,382 +1,538	+26%	+$507K	0.46%	30
2025 Q1	$2.02M	Buy	5,844 +1,854	+46%	+$586K	0.43%	32
2024 Q4	$1.13M	Sell	3,990 -8	-0.2%	-$2.33K	0.24%	56
2024 Q3	$1.12M	Hold	3,998	–	–	0.25%	55
2024 Q2	$1.04M	Buy	3,998 +798	+25%	+$198K	0.24%	56
2024 Q1	$800K	Buy	3,200 +1,095	+52%	+$263K	0.21%	67
2023 Q4	$473K	Buy	2,105 +300	+17%	+$71.1K	0.13%	86
2023 Q3	$411K	Buy	+1,805	New	+$404K	0.17%	65

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.44T AUM 36.12% 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

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Arlington Trust's AJG Position: Q3 2026 in Review

Arlington Trust increased its Arthur J. Gallagher & Co (AJG) stake by 0.42% in Q3 2026, buying an estimated $7.27K and bringing the position to 6,978 shares worth $1.59M. The position accounts for 0.12% of the portfolio, ranked #36.

Arlington Trust first reported a position in AJG in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.36M in Q2 2025. 926 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Arlington Trust held 6,978 shares of Arthur J. Gallagher & Co worth $1.59M as of Q3 2026.
Arlington Trust bought 29 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $7.27K.
Arthur J. Gallagher & Co made up 0.12% of Arlington Trust's portfolio in Q3 2026, its #36 holding.
Arlington Trust first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 13 quarters since.
Arlington Trust's Arthur J. Gallagher & Co position peaked at $2.36M in Q2 2025.
926 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Arlington Trust's 13F filing for Q3 2026, filed 20 Oct 2026.