Beck Mack & Oliver’s Arthur J. Gallagher & Co AJG Stock Holding History

Beck Mack & Oliver’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 Q1	$230M	Buy	1,062,566 +183,507	+21%	+$42.4M	4.75%	4
2025 Q4	$227M	Buy	879,059 +144,980	+20%	+$38.4M	4.13%	7
2025 Q3	$227M	Buy	734,079 +32,636	+5%	+$9.84M	4.14%	7
2025 Q2	$225M	Sell	701,443 -81,466	-10%	-$26.9M	4.29%	5
2025 Q1	$270M	Buy	782,909 +11,583	+2%	+$3.66M	5.4%	3
2024 Q4	$219M	Buy	771,326 +4,153	+0.5%	+$1.21M	4.05%	5
2024 Q3	$216M	Buy	767,173 +4,740	+0.6%	+$1.34M	4.2%	6
2024 Q2	$198M	Buy	762,433 +1,034	+0.1%	+$257K	4.1%	7
2024 Q1	$190M	Buy	761,399 +54,295	+8%	+$13.1M	3.86%	6
2023 Q4	$159M	Buy	707,104 +10,065	+1%	+$2.38M	3.7%	8
2023 Q3	$159M	Buy	697,039 +2,304	+0.3%	+$516K	4.16%	6
2023 Q2	$153M	Buy	694,735 +1,720	+0.2%	+$358K	3.99%	7
2023 Q1	$133M	Buy	693,015 +6,103	+0.9%	+$1.16M	3.83%	7
2022 Q4	$130M	Sell	686,912 -9,473	-1%	-$1.77M	3.8%	7
2022 Q3	$119M	Buy	696,385 +150	+0%	+$26.6K	3.85%	5
2022 Q2	$114M	Buy	696,235 +8,612	+1%	+$1.43M	3.4%	7
2022 Q1	$120M	Buy	687,623 +70,712	+11%	+$11.3M	3.01%	9
2021 Q4	$105M	Buy	616,911 +61,170	+11%	+$10M	2.49%	11
2021 Q3	$82.6M	Buy	555,741 +25,883	+5%	+$3.7M	2.14%	15
2021 Q2	$74.2M	Buy	529,858 +494,858	+1,414%	+$69.9M	1.97%	17
2021 Q1	$4.37M	Hold	35,000	–	–	0.13%	64
2020 Q4	$4.33M	Hold	35,000	–	–	0.14%	64
2020 Q3	$3.69M	Hold	35,000	–	–	0.14%	64
2020 Q2	$3.41M	Hold	35,000	–	–	0.13%	66
2020 Q1	$2.85M	Hold	35,000	–	–	0.13%	69
2019 Q4	$3.33M	Hold	35,000	–	–	0.11%	71
2019 Q3	$3.13M	Sell	35,000 -1,000	-3%	-$89.9K	0.11%	69
2019 Q2	$3.15M	Hold	36,000	–	–	0.11%	69
2019 Q1	$2.81M	Hold	36,000	–	–	0.1%	74
2018 Q4	$2.65M	Hold	36,000	–	–	0.11%	74
2018 Q3	$2.68M	Hold	36,000	–	–	0.09%	83
2018 Q2	$2.35M	Hold	36,000	–	–	0.08%	89
2018 Q1	$2.47M	Hold	36,000	–	–	0.08%	86
2017 Q4	$2.28M	Hold	36,000	–	–	0.07%	90
2017 Q3	$2.22M	Hold	36,000	–	–	0.07%	91
2017 Q2	$2.06M	Hold	36,000	–	–	0.07%	91
2017 Q1	$2.04M	Hold	36,000	–	–	0.07%	90
2016 Q4	$1.87M	Hold	36,000	–	–	0.07%	94
2016 Q3	$1.83M	Hold	36,000	–	–	0.07%	96
2016 Q2	$1.71M	Hold	36,000	–	–	0.06%	115
2016 Q1	$1.6M	Hold	36,000	–	–	0.06%	119
2015 Q4	$1.47M	Hold	36,000	–	–	0.05%	122
2015 Q3	$1.49M	Hold	36,000	–	–	0.05%	134
2015 Q2	$1.7M	Hold	36,000	–	–	0.04%	129
2015 Q1	$1.68M	Hold	36,000	–	–	0.04%	138
2014 Q4	$1.7M	Hold	36,000	–	–	0.04%	134
2014 Q3	$1.63M	Hold	36,000	–	–	0.04%	143
2014 Q2	$1.68M	Hold	36,000	–	–	0.04%	141
2014 Q1	$1.71M	Hold	36,000	–	–	0.04%	135
2013 Q4	$1.69M	Hold	36,000	–	–	0.04%	140
2013 Q3	$1.57M	Hold	36,000	–	–	0.04%	138
2013 Q2	$1.57M	Buy	+36,000	New	+$1.56M	0.04%	133

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beck Mack & Oliver's AJG Position: Q1 2026 in Review

Beck Mack & Oliver increased its Arthur J. Gallagher & Co (AJG) stake by 21% in Q1 2026, buying an estimated $42.4M and bringing the position to 1,062,566 shares worth $230M. The position accounts for 4.75% of the portfolio, ranked #4.

Beck Mack & Oliver first reported a position in AJG in Q2 2013 and has held it in 52 quarters since. The position peaked at $270M in Q1 2025. 1,242 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Beck Mack & Oliver held 1,062,566 shares of Arthur J. Gallagher & Co worth $230M as of Q1 2026.
Beck Mack & Oliver bought 183,507 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $42.4M.
Arthur J. Gallagher & Co made up 4.75% of Beck Mack & Oliver's portfolio in Q1 2026, its #4 holding.
Beck Mack & Oliver first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 52 quarters since.
Beck Mack & Oliver's Arthur J. Gallagher & Co position peaked at $270M in Q1 2025.
1,242 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.