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

Ballew Advisors’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 		$3.77M Buy
14,915
+10
+0.1% +$2.12K 1.95% 9
2026
Q1 		$3.26M Buy
14,905
+10
+0.1% +$2.31K 1.84% 8
2025
Q4 		$3.83M Sell
14,895
-119
-0.8% -$31.5K 2.16% 7
2025
Q3 		$4.56M Sell
15,014
-1,741
-10% -$525K 2.55% 8
2025
Q2 		$5.33M Sell
16,755
-1,036
-6% -$342K 3.16% 6
2025
Q1 		$5.94M Sell
17,791
-2,991
-14% -$945K 3.99% 5
2024
Q4 		$5.94M Buy
20,782
+849
+4% +$247K 3.79% 4
2024
Q3 		$5.88M Sell
19,933
-1,805
-8% -$509K 3.95% 4
2024
Q2 		$5.88M Buy
21,738
+999
+5% +$248K 3.89% 5
2024
Q1 		$4.98M Buy
20,739
+18
+0.1% +$4.33K 3.43% 6
2023
Q4 		$4.84M Sell
20,721
-556
-3% -$132K 3.64% 5
2023
Q3 		$4.88M Sell
21,277
-978
-4% -$219K 4.02% 3
2023
Q2 		$4.81M Hold
22,255
– – 3.48% 5
2023
Q1 		$4.69M Sell
22,255
-1,399
-6% -$265K 3.42% 4
2022
Q4 		$4.61M Buy
23,654
+26
+0.1% +$4.86K 3.53% 5
2022
Q3 		$4.17M Buy
23,628
+28
+0.1% +$4.97K 3.74% 5
2022
Q2 		$3.84M Sell
23,600
-7,437
-24% -$1.23M 3.51% 6
2022
Q1 		$5.62M Sell
31,037
-3,031
-9% -$483K 4.29% 3
2021
Q4 		$5.37M Buy
34,068
+24,068
+241% +$3.93M 3.74% 4
2021
Q3 		$1.56M Hold
10,000
– – 1.14% 22
2021
Q2 		$1.39M Sell
10,000
-10,000
-50% -$1.41M 0.97% 23
2021
Q1 		$2.53M Buy
20,000
+10,000
+100% +$1.21M 0.93% 26
2020
Q4 		$1.19M Hold
10,000
– – 0.91% 26
2020
Q3 		$1.07M Hold
10,000
– – 0.91% 28
2020
Q2 		$977K Hold
10,000
– – 0.96% 23
2020
Q1 		$815K Buy
+10,000
New +$958K 0.92% 25

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

Ballew Advisors's AJG Position: Q2 2026 in Review

Ballew Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 0.07% in Q2 2026, buying an estimated $2.12K and bringing the position to 14,915 shares worth $3.77M. The position accounts for 1.95% of the portfolio, ranked #9.

Ballew Advisors first reported a position in AJG in Q1 2020 and has held it in 26 quarters since. The position peaked at $5.94M in Q1 2025. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Ballew Advisors held 14,915 shares of Arthur J. Gallagher & Co worth $3.77M as of Q2 2026.
  • Ballew Advisors bought 10 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.12K.
  • Arthur J. Gallagher & Co made up 1.95% of Ballew Advisors's portfolio in Q2 2026, its #9 holding.
  • Ballew Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 26 quarters since.
  • Ballew Advisors's Arthur J. Gallagher & Co position peaked at $5.94M in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ballew Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.