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Blue Trust Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Blue Trust 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 		$475K Sell
2,070
-94
-4% -$20K 0.01% 502
2026
Q1 		$468K Sell
2,164
-577
-21% -$133K 0.01% 499
2025
Q4 		$709K Sell
2,741
-319
-10% -$84.5K 0.01% 368
2025
Q3 		$948K Sell
3,060
-679
-18% -$205K 0.01% 314
2025
Q2 		$1.2M Sell
3,739
-88
-2% -$29K 0.01% 241
2025
Q1 		$1.32M Buy
3,827
+24
+0.6% +$7.58K 0.02% 208
2024
Q4 		$1.08M Buy
3,803
+1,758
+86% +$512K 0.01% 228
2024
Q3 		$530K Buy
2,045
+939
+85% +$265K 0.01% 443
2024
Q2 		$277K Buy
1,106
+493
+80% +$122K ﹤0.01% 586
2024
Q1 		$153K Buy
613
+14
+2% +$3.37K ﹤0.01% 593
2023
Q4 		$136K Buy
599
+106
+22% +$25.1K ﹤0.01% 570
2023
Q3 		$109K Buy
493
+389
+374% +$87.1K ﹤0.01% 595
2023
Q2 		$20K Sell
104
-722
-87% -$150K ﹤0.01% 1037
2023
Q1 		$156K Buy
826
+81
+11% +$15.4K ﹤0.01% 625
2022
Q4 		$128K Buy
745
+399
+115% +$74.6K ﹤0.01% 585
2022
Q3 		$56K Buy
346
+44
+15% +$7.81K ﹤0.01% 711
2022
Q2 		$53K Buy
+302
New +$50.1K ﹤0.01% 667

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

Blue Trust Inc's AJG Position: Q2 2026 in Review

Blue Trust Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 4.3% in Q2 2026, selling an estimated $20K and leaving 2,070 shares worth $475K. The position accounts for 0.01% of the portfolio, ranked #502.

Blue Trust Inc first reported a position in AJG in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Blue Trust Inc held 2,070 shares of Arthur J. Gallagher & Co worth $475K as of Q2 2026.
  • Blue Trust Inc sold 94 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $20K.
  • Arthur J. Gallagher & Co made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #502 holding.
  • Blue Trust Inc first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Arthur J. Gallagher & Co position peaked at $1.32M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.