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

Artisan 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	$83.3M	Sell	362,658 -522,241	-59%	-$111M	0.13%	141
2026 Q1	$192M	Buy	884,899 +680,061	+332%	+$157M	0.31%	76
2025 Q4	$53M	Buy	+204,838	New	+$54.2M	0.08%	204
2025 Q2	–	Sell	-393,494	Closed	-$136M	–	343
2025 Q1	$136M	Buy	393,494 +32,218	+9%	+$10.2M	0.22%	109
2024 Q4	$103M	Sell	361,276 -197,734	-35%	-$57.5M	0.15%	148
2024 Q3	$157M	Sell	559,010 -153,335	-22%	-$43.2M	0.23%	98
2024 Q2	$185M	Sell	712,345 -57,676	-7%	-$14.3M	0.28%	88
2024 Q1	$193M	Sell	770,021 -77,677	-9%	-$18.7M	0.28%	86
2023 Q4	$191M	Sell	847,698 -77,146	-8%	-$18.3M	0.29%	89
2023 Q3	$211M	Buy	924,844 +99,427	+12%	+$22.3M	0.36%	74
2023 Q2	$181M	Buy	825,417 +167,332	+25%	+$34.8M	0.29%	84
2023 Q1	$126M	Buy	658,085 +376,613	+134%	+$71.5M	0.21%	108
2022 Q4	$53.1M	Buy	+281,472	New	+$52.6M	0.09%	203
2022 Q2	–	Sell	-781,550	Closed	-$136M	–	318
2022 Q1	$136M	Buy	781,550 +41,896	+6%	+$6.68M	0.18%	140
2021 Q4	$125M	Buy	739,654 +115,850	+19%	+$18.9M	0.15%	153
2021 Q3	$92.7M	Buy	+623,804	New	+$89.3M	0.11%	180

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

Artisan Partners's AJG Position: Q2 2026 in Review

Artisan Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 59% in Q2 2026, selling an estimated $111M and leaving 362,658 shares worth $83.3M. The position accounts for 0.13% of the portfolio, ranked #141.

Artisan Partners first reported a position in AJG in Q3 2021 and has held it in 16 quarters since. The position peaked at $211M in Q3 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Artisan Partners held 362,658 shares of Arthur J. Gallagher & Co worth $83.3M as of Q2 2026.
Artisan Partners sold 522,241 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $111M.
Arthur J. Gallagher & Co made up 0.13% of Artisan Partners's portfolio in Q2 2026, its #141 holding.
Artisan Partners first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 16 quarters since.
Artisan Partners's Arthur J. Gallagher & Co position peaked at $211M in Q3 2023.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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