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

ARS 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 		$22M Buy
95,960
+825
+0.9% +$175K 0.96% 29
2026
Q1 		$20.6M Buy
95,135
+12,381
+15% +$2.86M 1.07% 28
2025
Q4 		$21.4M Buy
82,754
+857
+1% +$227K 1.25% 26
2025
Q3 		$25.4M Sell
81,897
-2,315
-3% -$698K 1.67% 19
2025
Q2 		$27M Buy
84,212
+881
+1% +$290K 1.97% 19
2025
Q1 		$23.7M Sell
83,331
-851
-1% -$269K 2.14% 17
2024
Q4 		$23.9M Buy
84,182
+976
+1% +$284K 2.15% 17
2024
Q3 		$23.4M Sell
83,206
-205
-0.2% -$57.8K 2.1% 17
2024
Q2 		$21.6M Sell
83,411
-188
-0.2% -$46.6K 2.07% 18
2024
Q1 		$20.9M Sell
83,599
-156
-0.2% -$37.5K 2.08% 18
2023
Q4 		$18.8M Sell
83,755
-3,494
-4% -$828K 2.09% 17
2023
Q3 		$19.9M Sell
87,249
-172
-0.2% -$38.5K 2.47% 13
2023
Q2 		$19.2M Sell
87,421
-870
-1% -$181K 2.24% 15
2023
Q1 		$16.9M Sell
88,291
-37
-0% -$7.02K 2.03% 15
2022
Q4 		$16.7M Sell
88,328
-1,873
-2% -$350K 2.22% 14
2022
Q3 		$15.4M Sell
90,201
-1,489
-2% -$264K 2.12% 14
2022
Q2 		$14.9M Sell
91,690
-1,049
-1% -$174K 2.04% 15
2022
Q1 		$16.2M Buy
92,739
+626
+0.7% +$99.8K 1.56% 21
2021
Q4 		$15.6M Buy
92,113
+20
+0% +$3.27K 1.44% 21
2021
Q3 		$13.7M Buy
92,093
+45
+0% +$6.44K 1.37% 24
2021
Q2 		$12.9M Buy
92,048
+1,296
+1% +$183K 1.31% 27
2021
Q1 		$11.3M Buy
90,752
+954
+1% +$115K 1.32% 26
2020
Q4 		$11.1M Buy
89,798
+151
+0.2% +$17.2K 1.37% 25
2020
Q3 		$9.46M Sell
89,647
-556
-0.6% -$57.7K 1.49% 25
2020
Q2 		$8.79M Sell
90,203
-39,032
-30% -$3.46M 1.66% 19
2020
Q1 		$10.5M Sell
129,235
-1,518
-1% -$145K 2.54% 14
2019
Q4 		$12.5M Buy
130,753
+828
+0.6% +$75.8K 2.09% 15
2019
Q3 		$11.6M Sell
129,925
-5,899
-4% -$530K 2.09% 18
2019
Q2 		$11.9M Buy
135,824
+1,493
+1% +$125K 2% 17
2019
Q1 		$10.5M Sell
134,331
-3,191
-2% -$246K 1.9% 19
2018
Q4 		$10.1M Sell
137,522
-1,253
-0.9% -$93.5K 2.14% 18
2018
Q3 		$10.3M Buy
138,775
+2,696
+2% +$193K 1.6% 20
2018
Q2 		$8.88M Buy
136,079
+345
+0.3% +$23.4K 1.42% 25
2018
Q1 		$9.33M Sell
135,734
-147,542
-52% -$9.95M 1.14% 30
2017
Q4 		$17.9M Sell
283,276
-6,373
-2% -$407K 2.17% 14
2017
Q3 		$17.8M Sell
289,649
-1,700
-0.6% -$100K 2.3% 13
2017
Q2 		$16.7M Sell
291,349
-17,734
-6% -$1M 2.3% 12
2017
Q1 		$17.5M Sell
309,083
-1,444
-0.5% -$79.6K 2.54% 10
2016
Q4 		$16.1M Sell
310,527
-9,317
-3% -$469K 2.48% 9
2016
Q3 		$16.3M Sell
319,844
-2,593
-0.8% -$128K 3.57% 5
2016
Q2 		$15.3M Sell
322,437
-17,748
-5% -$823K 3.44% 1
2016
Q1 		$15.1M Buy
340,185
+9,991
+3% +$399K 3.55% 3
2015
Q4 		$13.5M Sell
330,194
-30,905
-9% -$1.33M 3.17% 5
2015
Q3 		$14.9M Sell
361,099
-3,392
-0.9% -$154K 3.42% 2
2015
Q2 		$17.2M Sell
364,491
-5,882
-2% -$283K 3.15% 3
2015
Q1 		$17.3M Sell
370,373
-22,796
-6% -$1.06M 3.22% 3
2014
Q4 		$18.5M Buy
393,169
+28,594
+8% +$1.34M 3.15% 6
2014
Q3 		$16.5M Buy
364,575
+13,521
+4% +$622K 2.52% 14
2014
Q2 		$16.4M Buy
351,054
+25,845
+8% +$1.18M 2.53% 14
2014
Q1 		$15.5M Buy
325,209
+76,008
+31% +$3.55M 2.73% 12
2013
Q4 		$11.7M Sell
249,201
-28,590
-10% -$1.33M 1.96% 19
2013
Q3 		$12.1M Buy
277,791
+271,561
+4,359% +$11.9M 2.07% 19
2013
Q2 		$272K Buy
+6,230
New +$270K 0.05% 71

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

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

ARS Investment Partners increased its Arthur J. Gallagher & Co (AJG) stake by 0.87% in Q2 2026, buying an estimated $175K and bringing the position to 95,960 shares worth $22M. The position accounts for 0.96% of the portfolio, ranked #29.

ARS Investment Partners first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $27M in Q2 2025. 298 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • ARS Investment Partners held 95,960 shares of Arthur J. Gallagher & Co worth $22M as of Q2 2026.
  • ARS Investment Partners bought 825 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $175K.
  • Arthur J. Gallagher & Co made up 0.96% of ARS Investment Partners's portfolio in Q2 2026, its #29 holding.
  • ARS Investment Partners first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
  • ARS Investment Partners's Arthur J. Gallagher & Co position peaked at $27M in Q2 2025.
  • 298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on ARS Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.