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

Bowie 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 		$86.8M Sell
378,174
-60,754
-14% -$12.9M 3.69% 11
2026
Q1 		$95.1M Buy
438,928
+209,521
+91% +$48.4M 3.51% 14
2025
Q4 		$59.4M Buy
229,407
+123,211
+116% +$32.6M 2.38% 20
2025
Q3 		$32.9M Buy
+106,196
New +$32M 1.43% 22

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

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

Bowie Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, selling an estimated $12.9M and leaving 378,174 shares worth $86.8M. The position accounts for 3.69% of the portfolio, ranked #11.

Bowie Capital Management first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $95.1M in Q1 2026. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Bowie Capital Management held 378,174 shares of Arthur J. Gallagher & Co worth $86.8M as of Q2 2026.
  • Bowie Capital Management sold 60,754 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $12.9M.
  • Arthur J. Gallagher & Co made up 3.69% of Bowie Capital Management's portfolio in Q2 2026, its #11 holding.
  • Bowie Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Bowie Capital Management's Arthur J. Gallagher & Co position peaked at $95.1M in Q1 2026.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.