BFSG LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

BFSG LLC’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	$3.63M	Sell	15,804 -916	-5%	-$195K	0.32%	96
2026 Q1	$3.62M	Sell	16,720 -395	-2%	-$91.2K	0.34%	93
2025 Q4	$4.43M	Sell	17,115 -171	-1%	-$45.3K	0.43%	74
2025 Q3	$5.35M	Sell	17,286 -311	-2%	-$93.8K	0.52%	59
2025 Q2	$5.63M	Sell	17,597 -470	-3%	-$155K	0.63%	50
2025 Q1	$6.24M	Buy	18,067 +2,003	+12%	+$633K	0.76%	38
2024 Q4	$4.56M	Sell	16,064 -23	-0.1%	-$6.69K	0.53%	64
2024 Q3	$4.53M	Sell	16,087 -100	-0.6%	-$28.2K	0.53%	64
2024 Q2	$4.2M	Sell	16,187 -400	-2%	-$99.2K	0.53%	62
2024 Q1	$4.15M	Sell	16,587 -75	-0.5%	-$18K	0.55%	62
2023 Q4	$3.75M	Sell	16,662 -4,167	-20%	-$987K	0.55%	68
2023 Q3	$4.75M	Buy	+20,829	New	+$4.66M	0.77%	38

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

BFSG LLC's AJG Position: Q2 2026 in Review

BFSG LLC reduced its Arthur J. Gallagher & Co (AJG) stake by 5.5% in Q2 2026, selling an estimated $195K and leaving 15,804 shares worth $3.63M. The position accounts for 0.32% of the portfolio, ranked #96.

BFSG LLC first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.24M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

BFSG LLC held 15,804 shares of Arthur J. Gallagher & Co worth $3.63M as of Q2 2026.
BFSG LLC sold 916 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $195K.
Arthur J. Gallagher & Co made up 0.32% of BFSG LLC's portfolio in Q2 2026, its #96 holding.
BFSG LLC first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
BFSG LLC's Arthur J. Gallagher & Co position peaked at $6.24M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.