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Bare Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Bare Financial Services’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 		$14.9K Buy
65
+47
+261% +$9.98K ﹤0.01% 410
2026
Q1 		$3.9K Buy
18
+12
+200% +$2.77K ﹤0.01% 752
2025
Q4 		$1.55K Sell
6
-15
-71% -$3.97K ﹤0.01% 958
2025
Q3 		$6.5K Sell
21
-3
-13% -$904 ﹤0.01% 424
2025
Q2 		$7.68K Buy
24
+23
+2,300% +$7.58K ﹤0.01% 261
2025
Q1 		$345 Buy
+1
New +$316 ﹤0.01% 914

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

Bare Financial Services's AJG Position: Q2 2026 in Review

Bare Financial Services increased its Arthur J. Gallagher & Co (AJG) stake by 261% in Q2 2026, buying an estimated $9.98K and bringing the position to 65 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Bare Financial Services first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Bare Financial Services held 65 shares of Arthur J. Gallagher & Co worth $14.9K as of Q2 2026.
  • Bare Financial Services bought 47 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $9.98K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #410 holding.
  • Bare Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.