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

Beacon Pointe 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 		$15.6M Sell
67,904
-2,484
-4% -$527K 0.07% 244
2026
Q1 		$15.2M Sell
70,388
-30,459
-30% -$7.04M 0.08% 223
2025
Q4 		$26.1M Sell
100,847
-40,227
-29% -$10.6M 0.18% 124
2025
Q3 		$43.7M Buy
141,074
+953
+0.7% +$287K 0.37% 54
2025
Q2 		$44.9M Sell
140,121
-280
-0.2% -$92.3K 0.47% 40
2025
Q1 		$48.5M Buy
140,401
+127
+0.1% +$40.1K 0.54% 38
2024
Q4 		$39.8M Buy
140,274
+138,121
+6,415% +$40.2M 0.44% 43
2024
Q3 		$606K Sell
2,153
-822
-28% -$232K 0.01% 785
2024
Q2 		$771K Sell
2,975
-126,629
-98% -$31.4M 0.01% 716
2024
Q1 		$32.4M Sell
129,604
-543
-0.4% -$131K 0.36% 56
2023
Q4 		$29.3M Sell
130,147
-912
-0.7% -$216K 0.35% 58
2023
Q3 		$29.9M Buy
131,059
+128,219
+4,515% +$28.7M 0.37% 56
2023
Q2 		$624K Sell
2,840
-137
-5% -$28.5K 0.01% 653
2023
Q1 		$569K Buy
2,977
+610
+26% +$116K 0.01% 721
2022
Q4 		$446K Buy
2,367
+455
+24% +$85.1K 0.01% 734
2022
Q3 		$332K Buy
1,912
+49
+3% +$8.7K 0.01% 769
2022
Q2 		$301K Sell
1,863
-664
-26% -$110K 0.01% 820
2022
Q1 		$441K Buy
2,527
+1,115
+79% +$178K 0.01% 838
2021
Q4 		$240K Sell
1,412
-811
-36% -$133K 0.01% 815
2021
Q3 		$331K Buy
2,223
+217
+11% +$31K 0.01% 667
2021
Q2 		$281K Buy
+2,006
New +$283K 0.01% 680

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 Pointe Advisors's AJG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 3.5% in Q2 2026, selling an estimated $527K and leaving 67,904 shares worth $15.6M. The position accounts for 0.07% of the portfolio, ranked #244.

Beacon Pointe Advisors first reported a position in AJG in Q2 2021 and has held it in 21 quarters since. The position peaked at $48.5M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Beacon Pointe Advisors held 67,904 shares of Arthur J. Gallagher & Co worth $15.6M as of Q2 2026.
  • Beacon Pointe Advisors sold 2,484 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $527K.
  • Arthur J. Gallagher & Co made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #244 holding.
  • Beacon Pointe Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's Arthur J. Gallagher & Co position peaked at $48.5M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.