BankPlus Trust Department’s Arthur J. Gallagher & Co AJG Stock Holding History

BankPlus Trust Department’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	$1.08M	Buy	4,723 +25	+0.5%	+$5.31K	0.25%	84
2026 Q1	$1.02M	Sell	4,698 -33	-0.7%	-$7.62K	0.27%	83
2025 Q4	$1.22M	Sell	4,731 -506	-10%	-$134K	0.32%	70
2025 Q3	$1.62M	Sell	5,237 -97	-2%	-$29.2K	0.43%	54
2025 Q2	$1.71M	Buy	5,334 +409	+8%	+$135K	0.51%	48
2025 Q1	$1.7M	Sell	4,925 -367	-7%	-$116K	0.57%	41
2024 Q4	$1.5M	Buy	+5,292	New	+$1.54M	0.49%	49

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BankPlus Trust Department's AJG Position: Q2 2026 in Review

BankPlus Trust Department increased its Arthur J. Gallagher & Co (AJG) stake by 0.53% in Q2 2026, buying an estimated $5.31K and bringing the position to 4,723 shares worth $1.08M. The position accounts for 0.25% of the portfolio, ranked #84.

BankPlus Trust Department first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.71M in Q2 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

BankPlus Trust Department held 4,723 shares of Arthur J. Gallagher & Co worth $1.08M as of Q2 2026.
BankPlus Trust Department bought 25 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.31K.
Arthur J. Gallagher & Co made up 0.25% of BankPlus Trust Department's portfolio in Q2 2026, its #84 holding.
BankPlus Trust Department first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Arthur J. Gallagher & Co position peaked at $1.71M in Q2 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.