BPIM
AJG icon

Brant Point Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Brant Point Investment 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 		$5.68M Sell
24,730
-1,637
-6% -$348K 0.7% 38
2026
Q1 		$5.71M Sell
26,367
-8,705
-25% -$2.01M 0.74% 28
2025
Q4 		$9.08M Hold
35,072
– – 1.1% 17
2025
Q3 		$10.9M Hold
35,072
– – 1.17% 13
2025
Q2 		$11.2M Buy
35,072
+29
+0.1% +$9.56K 1.18% 11
2025
Q1 		$12.1M Sell
35,043
-4,957
-12% -$1.57M 1.44% 8
2024
Q4 		$11.4M Hold
40,000
– – 1.41% 8
2024
Q3 		$11.3M Sell
40,000
-10,626
-21% -$3M 1.24% 12
2024
Q2 		$13.1M Sell
50,626
-1,068
-2% -$265K 1.18% 9
2024
Q1 		$12.9M Sell
51,694
-1,932
-4% -$464K 1.08% 11
2023
Q4 		$12.1M Sell
53,626
-2,290
-4% -$542K 0.98% 12
2023
Q3 		$12.7M Sell
55,916
-1,110
-2% -$248K 1.19% 10
2023
Q2 		$12.5M Sell
57,026
-1,193
-2% -$248K 2.86% 6
2023
Q1 		$11.1M Buy
58,219
+90
+0.2% +$17.1K 1.86% 9
2022
Q4 		$11M Sell
58,129
-871
-1% -$163K 1.61% 9
2022
Q3 		$10.1M Sell
59,000
-4,400
-7% -$781K 1.48% 12
2022
Q2 		$10.3M Buy
63,400
+33,400
+111% +$5.54M 1.53% 12
2022
Q1 		$5.24M Buy
+30,000
New +$4.78M 0.59% 49

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

Brant Point Investment Management's AJG Position: Q2 2026 in Review

Brant Point Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 6.2% in Q2 2026, selling an estimated $348K and leaving 24,730 shares worth $5.68M. The position accounts for 0.7% of the portfolio, ranked #38.

Brant Point Investment Management first reported a position in AJG in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.1M in Q2 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Brant Point Investment Management held 24,730 shares of Arthur J. Gallagher & Co worth $5.68M as of Q2 2026.
  • Brant Point Investment Management sold 1,637 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $348K.
  • Arthur J. Gallagher & Co made up 0.7% of Brant Point Investment Management's portfolio in Q2 2026, its #38 holding.
  • Brant Point Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 18 quarters since.
  • Brant Point Investment Management's Arthur J. Gallagher & Co position peaked at $13.1M in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Brant Point Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.