Bailard
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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
Q3 		$1.8M Buy
7,900
+350
+5% +$87.8K 0.04% 261
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
Professional Advisory Services
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Bailard's AJG Position: Q3 2026 in Review

Bailard increased its Arthur J. Gallagher & Co (AJG) stake by 4.6% in Q3 2026, buying an estimated $87.8K and bringing the position to 7,900 shares worth $1.8M. The position accounts for 0.04% of the portfolio, ranked #261.

Bailard first reported a position in AJG in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.46M in Q2 2025. 241 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Bailard held 7,900 shares of Arthur J. Gallagher & Co worth $1.8M as of Q3 2026.
  • Bailard bought 350 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $87.8K.
  • Arthur J. Gallagher & Co made up 0.04% of Bailard's portfolio in Q3 2026, its #261 holding.
  • Bailard first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 6 quarters since.
  • Bailard's Arthur J. Gallagher & Co position peaked at $2.46M in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.