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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
Q3 		$3.37M Buy
14,924
+9
+0.1% +$2.26K 1.68% 12
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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
FFM
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
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Ballew Advisors's AJG Position: Q3 2026 in Review

Ballew Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 0.06% in Q3 2026, buying an estimated $2.26K and bringing the position to 14,924 shares worth $3.37M. The position accounts for 1.68% of the portfolio, ranked #12.

Ballew Advisors first reported a position in AJG in Q1 2020 and has held it in 27 quarters since. The position peaked at $5.94M in Q1 2025. 126 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Ballew Advisors held 14,924 shares of Arthur J. Gallagher & Co worth $3.37M as of Q3 2026.
  • Ballew Advisors bought 9 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $2.26K.
  • Arthur J. Gallagher & Co made up 1.68% of Ballew Advisors's portfolio in Q3 2026, its #12 holding.
  • Ballew Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 27 quarters since.
  • Ballew Advisors's Arthur J. Gallagher & Co position peaked at $5.94M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Ballew Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.