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

Boston 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	$441K	Buy	1,921 +771	+67%	+$164K	0.03%	237
2026 Q1	$249K	Hold	1,150	–	–	0.02%	286
2025 Q4	$298K	Hold	1,150	–	–	0.02%	262
2025 Q3	$356K	Hold	1,150	–	–	0.02%	233
2025 Q2	$368K	Buy	+1,150	New	+$379K	0.02%	224

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

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

Boston Family Office increased its Arthur J. Gallagher & Co (AJG) stake by 67% in Q2 2026, buying an estimated $164K and bringing the position to 1,921 shares worth $441K. The position accounts for 0.03% of the portfolio, ranked #237.

Boston Family Office first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Boston Family Office held 1,921 shares of Arthur J. Gallagher & Co worth $441K as of Q2 2026.
Boston Family Office bought 771 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $164K.
Arthur J. Gallagher & Co made up 0.03% of Boston Family Office's portfolio in Q2 2026, its #237 holding.
Boston Family Office first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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