AssetMark Inc
AJG icon

AssetMark Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

AssetMark Inc’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 		$39.1M Buy
170,168
+83,970
+97% +$17.8M 0.07% 225
2026
Q1 		$18.7M Buy
86,198
+12,822
+17% +$2.96M 0.04% 344
2025
Q4 		$19M Buy
73,376
+104
+0.1% +$27.5K 0.04% 337
2025
Q3 		$22.7M Buy
73,272
+32,705
+81% +$9.86M 0.05% 283
2025
Q2 		$13M Buy
40,567
+11,553
+40% +$3.81M 0.03% 360
2025
Q1 		$10M Buy
29,014
+13,528
+87% +$4.27M 0.03% 363
2024
Q4 		$4.4M Buy
15,486
+2,397
+18% +$698K 0.01% 530
2024
Q3 		$3.68M Buy
13,089
+854
+7% +$241K 0.01% 506
2024
Q2 		$3.17M Buy
12,235
+1,954
+19% +$485K 0.01% 515
2024
Q1 		$2.57M Buy
10,281
+3,241
+46% +$779K 0.01% 527
2023
Q4 		$1.58M Buy
7,040
+2,832
+67% +$671K 0.01% 576
2023
Q3 		$959K Sell
4,208
-14
-0.3% -$3.13K ﹤0.01% 629
2023
Q2 		$927K Sell
4,222
-1,537
-27% -$320K ﹤0.01% 627
2023
Q1 		$1.1M Buy
5,759
+519
+10% +$98.5K ﹤0.01% 586
2022
Q4 		$988K Buy
5,240
+786
+18% +$147K ﹤0.01% 584
2022
Q3 		$763K Buy
4,454
+1,720
+63% +$305K ﹤0.01% 575
2022
Q2 		$446K Buy
2,734
+1,585
+138% +$263K ﹤0.01% 642
2022
Q1 		$201K Buy
1,149
+728
+173% +$116K ﹤0.01% 728
2021
Q4 		$71K Buy
421
+336
+395% +$54.9K ﹤0.01% 842
2021
Q3 		$13K Buy
+85
New +$12.2K ﹤0.01% 1006
2020
Q4 		– Sell
-5
Closed -$1K – 1385
2020
Q3 		$1K Hold
5
– – ﹤0.01% 1191
2020
Q2 		$0 Sell
5
-2,345
-100% -$208K ﹤0.01% 1249
2020
Q1 		$192K Sell
2,350
-302
-11% -$28.9K ﹤0.01% 499
2019
Q4 		$253K Buy
2,652
+1,431
+117% +$131K ﹤0.01% 506
2019
Q3 		$109K Buy
1,221
+110
+10% +$9.89K ﹤0.01% 596
2019
Q2 		$97K Buy
1,111
+275
+33% +$22.9K ﹤0.01% 608
2019
Q1 		$65K Buy
+836
New +$64.4K ﹤0.01% 653
2018
Q1 		– Sell
-151
Closed -$10K – 1409
2017
Q4 		$10K Buy
151
+96
+175% +$6.13K ﹤0.01% 1107
2017
Q3 		$3K Buy
55
+31
+129% +$1.82K ﹤0.01% 1201
2017
Q2 		$1K Buy
+24
New +$1.36K ﹤0.01% 1267
2016
Q1 		– Sell
-20
Closed -$1K – 1169
2015
Q4 		$1K Buy
20
+11
+122% +$473 ﹤0.01% 1163
2015
Q3 		$0 Buy
+9
New +$408 ﹤0.01% 714

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

AssetMark Inc's AJG Position: Q2 2026 in Review

AssetMark Inc increased its Arthur J. Gallagher & Co (AJG) stake by 97% in Q2 2026, buying an estimated $17.8M and bringing the position to 170,168 shares worth $39.1M. The position accounts for 0.07% of the portfolio, ranked #225.

AssetMark Inc first reported a position in AJG in Q3 2015 and has held it in 32 quarters since. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • AssetMark Inc held 170,168 shares of Arthur J. Gallagher & Co worth $39.1M as of Q2 2026.
  • AssetMark Inc bought 83,970 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $17.8M.
  • Arthur J. Gallagher & Co made up 0.07% of AssetMark Inc's portfolio in Q2 2026, its #225 holding.
  • AssetMark Inc first reported a position in Arthur J. Gallagher & Co in Q3 2015 and has held it in 32 quarters since.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.