BEI
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Benjamin Edwards Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Benjamin Edwards Inc’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 		$30.4M Sell
132,485
-24,813
-16% -$5.27M 0.28% 106
2026
Q1 		$34.1M Sell
157,298
-4,915
-3% -$1.14M 0.34% 90
2025
Q4 		$42M Buy
162,213
+32,494
+25% +$8.6M 0.46% 56
2025
Q3 		$40.2M Buy
129,719
+4,264
+3% +$1.29M 0.45% 61
2025
Q2 		$40.2M Buy
125,455
+3,993
+3% +$1.32M 0.51% 57
2025
Q1 		$41.9M Buy
121,462
+19,159
+19% +$6.05M 0.59% 51
2024
Q4 		$29M Buy
102,303
+1,131
+1% +$329K 0.42% 65
2024
Q3 		$28.5M Buy
101,172
+94,795
+1,487% +$26.7M 0.41% 66
2024
Q2 		$1.65M Sell
6,377
-79
-1% -$19.6K 0.32% 82
2024
Q1 		$1.61M Sell
6,456
-1,557
-19% -$374K 0.32% 85
2023
Q4 		$1.8M Sell
8,013
-1,137
-12% -$269K 0.39% 71
2023
Q3 		$2.08M Sell
9,150
-620
-6% -$139K 0.49% 58
2023
Q2 		$2.15M Sell
9,770
-318
-3% -$66.2K 0.5% 61
2023
Q1 		$1.93M Buy
10,088
+129
+1% +$24.5K 0.47% 62
2022
Q4 		$1.88M Sell
9,959
-1,136
-10% -$212K 0.49% 57
2022
Q3 		$1.9M Buy
11,095
+21
+0.2% +$3.73K 0.57% 49
2022
Q2 		$1.81M Buy
11,074
+426
+4% +$70.7K 0.53% 52
2022
Q1 		$1.86M Buy
10,648
+277
+3% +$44.2K 0.54% 48
2021
Q4 		$1.76M Buy
10,371
+2,207
+27% +$361K 0.57% 45
2021
Q3 		$1.21M Buy
8,164
+648
+9% +$92.7K 0.74% 34
2021
Q2 		$1.05M Sell
7,516
-2,720
-27% -$384K 0.72% 42
2021
Q1 		$1.28M Buy
10,236
+36
+0.4% +$4.34K 0.97% 22
2020
Q4 		$1.26M Buy
10,200
+603
+6% +$68.7K 0.98% 21
2020
Q3 		$1.01M Sell
9,597
-321
-3% -$33.3K 0.84% 41
2020
Q2 		$967K Buy
9,918
+347
+4% +$30.7K 0.81% 40
2020
Q1 		$780K Buy
9,571
+7,852
+457% +$752K 0.81% 33
2019
Q4 		$164K Buy
1,719
+82
+5% +$7.51K 0.33% 69
2019
Q3 		$147K Buy
1,637
+150
+10% +$13.5K 0.32% 67
2019
Q2 		$130K Buy
1,487
+274
+23% +$22.9K 0.31% 71
2019
Q1 		$95K Buy
+1,213
New +$93.4K 0.45% 70

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

Benjamin Edwards Inc's AJG Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2026, selling an estimated $5.27M and leaving 132,485 shares worth $30.4M. The position accounts for 0.28% of the portfolio, ranked #106.

Benjamin Edwards Inc first reported a position in AJG in Q1 2019 and has held it in 30 quarters since. The position peaked at $42M in Q4 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Benjamin Edwards Inc held 132,485 shares of Arthur J. Gallagher & Co worth $30.4M as of Q2 2026.
  • Benjamin Edwards Inc sold 24,813 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.27M.
  • Arthur J. Gallagher & Co made up 0.28% of Benjamin Edwards Inc's portfolio in Q2 2026, its #106 holding.
  • Benjamin Edwards Inc first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's Arthur J. Gallagher & Co position peaked at $42M in Q4 2025.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.