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

Bell 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	$6.43K	Sell	28 -12	-30%	-$2.55K	﹤0.01%	878
2026 Q1	$8.66K	Buy	40 +3	+8%	+$693	﹤0.01%	732
2025 Q4	$9.58K	Buy	37 +1	+3%	+$265	﹤0.01%	709
2025 Q3	$11.2K	Buy	36 +2	+6%	+$603	﹤0.01%	603
2025 Q2	$10.9K	Hold	34	–	–	﹤0.01%	639
2025 Q1	$11.7K	Buy	34 +2	+6%	+$632	﹤0.01%	542
2024 Q4	$9.08K	Hold	32	–	–	﹤0.01%	641
2024 Q3	$9K	Sell	32 -6	-16%	-$1.69K	﹤0.01%	665
2024 Q2	$9.85K	Hold	38	–	–	﹤0.01%	619
2024 Q1	$9.5K	Hold	38	–	–	﹤0.01%	610
2023 Q4	$8.55K	Sell	38 -2	-5%	-$474	﹤0.01%	623
2023 Q3	$9.12K	Sell	40 -11	-22%	-$2.46K	﹤0.01%	546
2023 Q2	$11.2K	Buy	51 +3	+6%	+$624	﹤0.01%	473
2023 Q1	$9.18K	Sell	48 -3	-6%	-$569	﹤0.01%	515
2022 Q4	$9.62K	Hold	51	–	–	﹤0.01%	498
2022 Q3	$9K	Buy	51 +6	+13%	+$1.06K	﹤0.01%	434
2022 Q2	$7K	Buy	+45	New	+$7.47K	﹤0.01%	536
2021 Q4	$6K	Buy	37 +20	+118%	+$3.27K	﹤0.01%	651
2021 Q3	$3K	Buy	+17	New	+$2.43K	﹤0.01%	871

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 $3.37T AUM 44.26% 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

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

Bell Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $2.55K and leaving 28 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Bell Investment Advisors first reported a position in AJG in Q3 2021 and has held it in 19 quarters since. The position peaked at $11.7K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Bell Investment Advisors held 28 shares of Arthur J. Gallagher & Co worth $6.43K as of Q2 2026.
Bell Investment Advisors sold 12 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.55K.
Arthur J. Gallagher & Co made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #878 holding.
Bell Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Arthur J. Gallagher & Co position peaked at $11.7K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.