BOS Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

BOS Asset 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 Q3	$207K	Hold	908	–	–	0.05%	184
2026 Q2	$208K	Buy	+908	New	+$193K	0.05%	194
2026 Q1	–	Sell	-808	Closed	-$209K	–	202
2025 Q4	$209K	Hold	808	–	–	0.06%	186
2025 Q3	$250K	Hold	808	–	–	0.07%	162
2025 Q2	$259K	Hold	808	–	–	0.08%	148
2025 Q1	$279K	Hold	808	–	–	0.1%	131
2024 Q4	$229K	Hold	808	–	–	0.08%	145
2024 Q3	$227K	Hold	808	–	–	0.08%	146
2024 Q2	$210K	Hold	808	–	–	0.1%	144
2024 Q1	$202K	Buy	+808	New	+$194K	0.11%	150

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return

BST

Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return

HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return

Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

BOS Asset Management's AJG Position: Q3 2026 in Review

BOS Asset Management held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 908 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #184.

BOS Asset Management first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $279K in Q1 2025. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

BOS Asset Management held 908 shares of Arthur J. Gallagher & Co worth $207K as of Q3 2026.
BOS Asset Management left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
Arthur J. Gallagher & Co made up 0.05% of BOS Asset Management's portfolio in Q3 2026, its #184 holding.
BOS Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
BOS Asset Management's Arthur J. Gallagher & Co position peaked at $279K in Q1 2025.
61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.