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

Bellwether 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
Q3 		$4.89M Buy
+21,455
New +$5.38M 0.72% 37
2025
Q3 		– Sell
-12
Closed -$3.84K – 150
2025
Q2 		$3.84K Sell
12
-16,545
-100% -$5.45M ﹤0.01% 443
2025
Q1 		$5.72M Buy
16,557
+8,662
+110% +$2.74M 1.19% 19
2024
Q4 		$2.24M Buy
+7,895
New +$2.3M 0.4% 41
2022
Q4 		– Sell
-2,278
Closed -$390K – 448
2022
Q3 		$390K Buy
2,278
+2,188
+2,431% +$388K 0.13% 78
2022
Q2 		$14K Sell
90
-7
-7% -$1.16K ﹤0.01% 231
2022
Q1 		$16K Sell
97
-6,730
-99% -$1.07M ﹤0.01% 273
2021
Q4 		$1.16M Buy
6,827
+6,757
+9,653% +$1.1M 0.36% 56
2021
Q3 		$10K Hold
70
– – ﹤0.01% 300
2021
Q2 		$9K Hold
70
– – ﹤0.01% 270
2021
Q1 		$8K Buy
+70
New +$8.45K ﹤0.01% 263

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bellwether Advisors's AJG Position: Q3 2026 in Review

Bellwether Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 21,455 shares worth $4.89M. The stake represents 0.72% of the portfolio and ranks #37 among its holdings. This is a return to the name: Bellwether Advisors previously reported a position in AJG as recently as Q2 2025.

Bellwether Advisors first reported a position in AJG in Q1 2021 and has held it in 11 quarters since. The position peaked at $5.72M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Bellwether Advisors held 21,455 shares of Arthur J. Gallagher & Co worth $4.89M as of Q3 2026.
  • Arthur J. Gallagher & Co was a new Bellwether Advisors position in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.72% of Bellwether Advisors's portfolio in Q3 2026, its #37 holding.
  • Bellwether Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 11 quarters since.
  • Bellwether Advisors's Arthur J. Gallagher & Co position peaked at $5.72M in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Bellwether Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.