Biltmore Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Biltmore Family Office’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	$355K	Hold	1,547	–	–	0.05%	193
2026 Q1	$335K	Buy	1,547 +27	+2%	+$6.24K	0.05%	192
2025 Q4	$393K	Buy	1,520 +20	+1%	+$5.29K	0.05%	168
2025 Q3	$465K	Hold	1,500	–	–	0.07%	145
2025 Q2	$480K	Sell	1,500 -500	-25%	-$165K	0.08%	128
2025 Q1	$690K	Hold	2,000	–	–	0.12%	109
2024 Q4	$568K	Hold	2,000	–	–	0.1%	117
2024 Q3	$563K	Hold	2,000	–	–	0.1%	120
2024 Q2	$519K	Hold	2,000	–	–	0.1%	110
2024 Q1	$500K	Hold	2,000	–	–	0.1%	111
2023 Q4	$450K	Hold	2,000	–	–	0.09%	116
2023 Q3	$456K	Hold	2,000	–	–	0.1%	117
2023 Q2	$439K	Sell	2,000 -7	-0.3%	-$1.46K	0.09%	119
2023 Q1	$384K	Hold	2,007	–	–	0.08%	158
2022 Q4	$378K	Hold	2,007	–	–	0.08%	161
2022 Q3	$344K	Buy	2,007 +7	+0.4%	+$1.24K	0.08%	130
2022 Q2	$326K	Hold	2,000	–	–	0.08%	135
2022 Q1	$349K	Hold	2,000	–	–	0.07%	141
2021 Q4	$339K	Hold	2,000	–	–	0.06%	157
2021 Q3	$297K	Hold	2,000	–	–	0.07%	147
2021 Q2	$280K	Hold	2,000	–	–	0.08%	143
2021 Q1	$250K	Sell	2,000 -2,000	-50%	-$241K	0.08%	137
2020 Q4	$495K	Hold	4,000	–	–	0.15%	88
2020 Q3	$422K	Hold	4,000	–	–	0.24%	86
2020 Q2	$390K	Hold	4,000	–	–	0.23%	93
2020 Q1	$326K	Sell	4,000 -1,000	-20%	-$95.8K	0.21%	107
2019 Q4	$476K	Hold	5,000	–	–	0.19%	97
2019 Q3	$448K	Buy	5,000 +2,500	+100%	+$225K	0.19%	102
2019 Q2	$219K	Buy	+2,500	New	+$209K	0.12%	129
2018 Q2	–	Sell	-3,500	Closed	-$241K	–	143
2018 Q1	$241K	Buy	+3,500	New	+$236K	0.11%	147

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

Biltmore Family Office's AJG Position: Q2 2026 in Review

Biltmore Family Office held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,547 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #193.

Biltmore Family Office first reported a position in AJG in Q1 2018 and has held it in 30 quarters since. The position peaked at $690K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Biltmore Family Office held 1,547 shares of Arthur J. Gallagher & Co worth $355K as of Q2 2026.
Biltmore Family Office left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.05% of Biltmore Family Office's portfolio in Q2 2026, its #193 holding.
Biltmore Family Office first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 30 quarters since.
Biltmore Family Office's Arthur J. Gallagher & Co position peaked at $690K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.