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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 		– Hold
0
– – – 163
2026
Q1 		– Hold
0
– – – 162
2025
Q4 		– Hold
0
– – – 149
2025
Q3 		– Hold
0
– – – 146
2024
Q2 		– Hold
0
– -$1.28M – 620
2024
Q1 		– Hold
0
– – – 128
2023
Q4 		– Hold
0
– – – 128

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 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. 206 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.
  • 206 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.