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

Aspect 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	$5.28K	Sell	23 -6	-21%	-$1.27K	﹤0.01%	403
2026 Q1	$6.28K	Sell	29 -2	-6%	-$462	﹤0.01%	329
2025 Q4	$8.02K	Buy	31 +5	+19%	+$1.32K	﹤0.01%	307
2025 Q3	$8.05K	Buy	26 +6	+30%	+$1.81K	﹤0.01%	338
2025 Q2	$6.4K	Hold	20	–	–	﹤0.01%	340
2025 Q1	$6.91K	Hold	20	–	–	﹤0.01%	303
2024 Q4	$5.68K	Sell	20 -4	-17%	-$1.16K	﹤0.01%	344
2024 Q3	$6.75K	Hold	24	–	–	﹤0.01%	317
2024 Q2	$6.22K	Hold	24	–	–	﹤0.01%	329
2024 Q1	$6K	Hold	24	–	–	﹤0.01%	332
2023 Q4	$5.4K	Buy	+24	New	+$5.68K	﹤0.01%	327

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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) 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Aspect Partners's AJG Position: Q2 2026 in Review

Aspect Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 21% in Q2 2026, selling an estimated $1.27K and leaving 23 shares worth $5.28K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Aspect Partners first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8.05K in Q3 2025. 308 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Aspect Partners held 23 shares of Arthur J. Gallagher & Co worth $5.28K as of Q2 2026.
Aspect Partners sold 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #403 holding.
Aspect Partners first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's Arthur J. Gallagher & Co position peaked at $8.05K in Q3 2025.
308 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.