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

Bailard’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 		$1.73M Buy
7,550
+225
+3% +$47.8K 0.04% 275
2026
Q1 		$1.59M Buy
7,325
+2
+0% +$462 0.04% 258
2025
Q4 		$1.9M Sell
7,323
-282
-4% -$74.7K 0.04% 235
2025
Q3 		$2.36M Sell
7,605
-93
-1% -$28K 0.05% 229
2025
Q2 		$2.46M Buy
+7,698
New +$2.54M 0.06% 220

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

Bailard's AJG Position: Q2 2026 in Review

Bailard increased its Arthur J. Gallagher & Co (AJG) stake by 3.1% in Q2 2026, buying an estimated $47.8K and bringing the position to 7,550 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #275.

Bailard first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.46M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Bailard held 7,550 shares of Arthur J. Gallagher & Co worth $1.73M as of Q2 2026.
  • Bailard bought 225 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $47.8K.
  • Arthur J. Gallagher & Co made up 0.04% of Bailard's portfolio in Q2 2026, its #275 holding.
  • Bailard first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • Bailard's Arthur J. Gallagher & Co position peaked at $2.46M in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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