Atwood & Palmer’s Arthur J. Gallagher & Co AJG Stock Holding History

Atwood & Palmer’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	$58.5K	Hold	255	–	–	﹤0.01%	238
2026 Q1	$55.2K	Sell	255 -250	-50%	-$57.7K	﹤0.01%	242
2025 Q4	$131K	Sell	505 -484	-49%	-$128K	0.01%	170
2025 Q3	$306K	Sell	989 -51	-5%	-$15.4K	0.02%	127
2025 Q2	$333K	Hold	1,040	–	–	0.02%	123
2025 Q1	$359K	Buy	1,040 +484	+87%	+$153K	0.02%	123
2024 Q4	$158K	Hold	556	–	–	0.01%	156
2024 Q3	$156K	Hold	556	–	–	0.01%	160
2024 Q2	$144K	Hold	556	–	–	0.01%	162
2024 Q1	$139K	Hold	556	–	–	0.01%	166
2023 Q4	$125K	Buy	556 +5	+0.9%	+$1.18K	0.01%	173
2023 Q3	$126K	Hold	551	–	–	0.01%	161
2023 Q2	$121K	Hold	551	–	–	0.01%	177
2023 Q1	$105K	Hold	551	–	–	0.01%	175
2022 Q4	$104K	Hold	551	–	–	0.01%	178
2022 Q3	$94K	Hold	551	–	–	0.01%	175
2022 Q2	$90K	Sell	551 -49	-8%	-$8.13K	0.01%	175
2022 Q1	$105K	Hold	600	–	–	0.01%	177
2021 Q4	$102K	Buy	600 +49	+9%	+$8.01K	0.01%	190
2021 Q3	$82K	Buy	551 +51	+10%	+$7.3K	0.01%	195
2021 Q2	$70K	Hold	500	–	–	0.01%	206
2021 Q1	$62K	Hold	500	–	–	0.01%	207
2020 Q4	$62K	Hold	500	–	–	0.01%	196
2020 Q3	$53K	Hold	500	–	–	0.01%	188
2020 Q2	$49K	Hold	500	–	–	0.01%	187
2020 Q1	$41K	Hold	500	–	–	0.01%	192
2019 Q4	$48K	Hold	500	–	–	0.01%	185
2019 Q3	$45K	Hold	500	–	–	0.01%	191
2019 Q2	$44K	Hold	500	–	–	0.01%	185
2019 Q1	$39K	Hold	500	–	–	0.01%	185
2018 Q4	$37K	Hold	500	–	–	0.01%	180
2018 Q3	$37K	Hold	500	–	–	﹤0.01%	194
2018 Q2	$33K	Hold	500	–	–	﹤0.01%	202
2018 Q1	$34K	Hold	500	–	–	﹤0.01%	195
2017 Q4	$32K	Hold	500	–	–	﹤0.01%	199
2017 Q3	$31K	Hold	500	–	–	﹤0.01%	202
2017 Q2	$29K	Hold	500	–	–	﹤0.01%	212
2017 Q1	$28K	Hold	500	–	–	﹤0.01%	201
2016 Q4	$26K	Hold	500	–	–	﹤0.01%	210
2016 Q3	$25K	Hold	500	–	–	﹤0.01%	211
2016 Q2	$24K	Hold	500	–	–	﹤0.01%	213
2016 Q1	$22K	Hold	500	–	–	﹤0.01%	225
2015 Q4	$20K	Hold	500	–	–	﹤0.01%	269
2015 Q3	$21K	Hold	500	–	–	﹤0.01%	265
2015 Q2	$24K	Hold	500	–	–	﹤0.01%	231
2015 Q1	$23K	Hold	500	–	–	﹤0.01%	225
2014 Q4	$24K	Hold	500	–	–	﹤0.01%	241
2014 Q3	$23K	Hold	500	–	–	﹤0.01%	251
2014 Q2	$23K	Buy	+500	New	+$22.8K	0.01%	227

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Atwood & Palmer's AJG Position: Q2 2026 in Review

Atwood & Palmer held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 255 shares worth $58.5K. The position accounts for ﹤0.01% of the portfolio, ranked #238.

Atwood & Palmer first reported a position in AJG in Q2 2014 and has held it in 49 quarters since. The position peaked at $359K in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Atwood & Palmer held 255 shares of Arthur J. Gallagher & Co worth $58.5K as of Q2 2026.
Atwood & Palmer left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #238 holding.
Atwood & Palmer first reported a position in Arthur J. Gallagher & Co in Q2 2014 and has held it in 49 quarters since.
Atwood & Palmer's Arthur J. Gallagher & Co position peaked at $359K in Q1 2025.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.