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Boreal Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Boreal Capital Management’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 		$39K Hold
170
– – 0.03% 201
2026
Q1 		$36.8K Hold
170
– – 0.03% 206
2025
Q4 		$44K Hold
170
– – 0.03% 210
2025
Q3 		$52.7K Hold
170
– – 0.04% 203
2025
Q2 		$54.4K Buy
+170
New +$56K 0.04% 207

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

Boreal Capital Management's AJG Position: Q2 2026 in Review

Boreal Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 170 shares worth $39K. The position accounts for 0.03% of the portfolio, ranked #201.

Boreal Capital Management first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $54.4K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Boreal Capital Management held 170 shares of Arthur J. Gallagher & Co worth $39K as of Q2 2026.
  • Boreal Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.03% of Boreal Capital Management's portfolio in Q2 2026, its #201 holding.
  • Boreal Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • Boreal Capital Management's Arthur J. Gallagher & Co position peaked at $54.4K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Boreal Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.