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Asset Dedication LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Asset Dedication LLC’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 		$4.13K Buy
18
+10
+125% +$2.12K ﹤0.01% 942
2026
Q1 		$1.73K Sell
8
-58
-88% -$13.4K ﹤0.01% 978
2025
Q4 		$17.1K Hold
66
– – ﹤0.01% 686
2025
Q3 		$20.4K Buy
66
+8
+14% +$2.41K ﹤0.01% 676
2025
Q2 		$18.6K Hold
58
– – ﹤0.01% 712
2025
Q1 		$20K Hold
58
– – ﹤0.01% 649
2024
Q4 		$16.5K Hold
58
– – ﹤0.01% 691
2024
Q3 		$16.3K Hold
58
– – ﹤0.01% 727
2024
Q2 		$15K Hold
58
– – ﹤0.01% 739
2024
Q1 		$15K Hold
58
– – ﹤0.01% 627
2023
Q4 		$13K Hold
58
– – ﹤0.01% 636
2023
Q3 		$13K Buy
+58
New +$13K ﹤0.01% 632

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Dedication LLC's AJG Position: Q2 2026 in Review

Asset Dedication LLC increased its Arthur J. Gallagher & Co (AJG) stake by 125% in Q2 2026, buying an estimated $2.12K and bringing the position to 18 shares worth $4.13K. The position accounts for ﹤0.01% of the portfolio, ranked #942.

Asset Dedication LLC first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $20.4K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Asset Dedication LLC held 18 shares of Arthur J. Gallagher & Co worth $4.13K as of Q2 2026.
  • Asset Dedication LLC bought 10 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.12K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #942 holding.
  • Asset Dedication LLC first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
  • Asset Dedication LLC's Arthur J. Gallagher & Co position peaked at $20.4K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.