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 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

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

BOS Asset Management's AJG Position: Q2 2026 in Review

BOS Asset Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 908 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #194 among its holdings. This is a return to the name: BOS Asset Management previously reported a position in AJG as recently as Q4 2025.

BOS Asset Management first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $279K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

BOS Asset Management held 908 shares of Arthur J. Gallagher & Co worth $208K as of Q2 2026.
Arthur J. Gallagher & Co was a new BOS Asset Management position in Q2 2026.
Arthur J. Gallagher & Co made up 0.05% of BOS Asset Management's portfolio in Q2 2026, its #194 holding.
BOS Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
BOS Asset Management's Arthur J. Gallagher & Co position peaked at $279K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.