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Belpointe Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Belpointe Asset Management’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 		$1.24M Hold
5,386
– – 0.04% 425
2026
Q1 		$1.17M Buy
+5,386
New +$1.24M 0.04% 400
2025
Q2 		– Sell
-1,744
Closed -$602K – 938
2025
Q1 		$602K Buy
+1,744
New +$551K 0.03% 506
2023
Q2 		– Sell
-2,628
Closed -$503K – 683
2023
Q1 		$503K Buy
2,628
+188
+8% +$35.7K 0.03% 569
2022
Q4 		$460K Buy
2,440
+48
+2% +$8.98K 0.03% 573
2022
Q3 		$410K Buy
2,392
+297
+14% +$52.7K 0.03% 582
2022
Q2 		$342K Sell
2,095
-265
-11% -$44K 0.02% 630
2022
Q1 		$412K Buy
2,360
+23
+1% +$3.67K 0.03% 603
2021
Q4 		$396K Sell
2,337
-13
-0.6% -$2.12K 0.02% 599
2021
Q3 		$350K Sell
2,350
-54
-2% -$7.73K 0.02% 630
2021
Q2 		$337K Sell
2,404
-45
-2% -$6.36K 0.02% 636
2021
Q1 		$305K Buy
2,449
+235
+11% +$28.4K 0.03% 595
2020
Q4 		$273K Buy
2,214
+96
+5% +$10.9K 0.02% 594
2020
Q3 		$224K Sell
2,118
-38
-2% -$3.94K 0.02% 520
2020
Q2 		$210K Buy
2,156
+303
+16% +$26.8K 0.03% 512
2020
Q1 		$151K Sell
1,853
-1,956
-51% -$187K 0.03% 493
2019
Q4 		$363K Buy
3,809
+814
+27% +$74.6K 0.05% 396
2019
Q3 		$268K Sell
2,995
-100
-3% -$8.99K 0.04% 416
2019
Q2 		$271K Buy
3,095
+167
+6% +$13.9K 0.05% 346
2019
Q1 		$229K Buy
2,928
+332
+13% +$25.6K 0.04% 286
2018
Q4 		$191K Sell
2,596
-756
-23% -$56.4K 0.05% 349
2018
Q3 		$250K Buy
+3,352
New +$240K 0.04% 402

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Belpointe Asset Management's AJG Position: Q2 2026 in Review

Belpointe Asset Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 5,386 shares worth $1.24M. The position accounts for 0.04% of the portfolio, ranked #425.

Belpointe Asset Management first reported a position in AJG in Q3 2018 and has held it in 22 quarters since. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Belpointe Asset Management held 5,386 shares of Arthur J. Gallagher & Co worth $1.24M as of Q2 2026.
  • Belpointe Asset Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #425 holding.
  • Belpointe Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 22 quarters since.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.