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

Beacon Investment 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 		$250K Buy
1,091
+27
+3% +$5.73K 0.08% 164
2026
Q1 		$231K Buy
1,064
+11
+1% +$2.54K 0.09% 158
2025
Q4 		$273K Buy
1,053
+88
+9% +$23.3K 0.11% 146
2025
Q3 		$299K Buy
965
+175
+22% +$52.8K 0.12% 133
2025
Q2 		$251K Buy
790
+8
+1% +$2.64K 0.11% 144
2025
Q1 		$270K Buy
782
+53
+7% +$16.7K 0.13% 135
2024
Q4 		$207K Buy
+729
New +$212K 0.1% 144

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

Beacon Investment Advisors's AJG Position: Q2 2026 in Review

Beacon Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 2.5% in Q2 2026, buying an estimated $5.73K and bringing the position to 1,091 shares worth $250K. The position accounts for 0.08% of the portfolio, ranked #164.

Beacon Investment Advisors first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $299K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Beacon Investment Advisors held 1,091 shares of Arthur J. Gallagher & Co worth $250K as of Q2 2026.
  • Beacon Investment Advisors bought 27 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.73K.
  • Arthur J. Gallagher & Co made up 0.08% of Beacon Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Beacon Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Beacon Investment Advisors's Arthur J. Gallagher & Co position peaked at $299K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.