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Brinker Capital Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Brinker Capital Investments’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 		$3.47M Buy
15,134
+5,539
+58% +$1.18M 0.03% 525
2026
Q1 		$2.08M Sell
9,595
-498
-5% -$115K 0.02% 746
2025
Q4 		$2.61M Sell
10,093
-748
-7% -$198K 0.02% 713
2025
Q3 		$3.36M Sell
10,841
-3,917
-27% -$1.18M 0.03% 574
2025
Q2 		$4.72M Buy
14,758
+1,903
+15% +$627K 0.04% 414
2025
Q1 		$4.44M Buy
12,855
+511
+4% +$161K 0.04% 381
2024
Q4 		$3.5M Buy
12,344
+94
+0.8% +$27.4K 0.03% 438
2024
Q3 		$3.45M Buy
12,250
+543
+5% +$153K 0.03% 448
2024
Q2 		$3.04M Buy
11,707
+401
+4% +$99.5K 0.03% 471
2024
Q1 		$2.83M Buy
11,306
+1,575
+16% +$379K 0.03% 509
2023
Q4 		$2.23M Buy
9,731
+483
+5% +$114K 0.03% 576
2023
Q3 		$2.11M Buy
9,248
+1,342
+17% +$300K 0.03% 591
2023
Q2 		$1.74M Buy
7,906
+4,122
+109% +$858K 0.02% 721
2023
Q1 		$724K Sell
3,784
-17
-0.4% -$3.23K 0.01% 1011
2022
Q4 		$717K Sell
3,801
-58
-2% -$10.8K 0.01% 861
2022
Q3 		$661K Buy
3,859
+30
+0.8% +$5.33K 0.01% 855
2022
Q2 		$624K Sell
3,829
-18
-0.5% -$2.99K 0.01% 899
2022
Q1 		$672K Buy
3,847
+82
+2% +$13.1K 0.01% 942
2021
Q4 		$639K Buy
+3,765
New +$615K 0.01% 982
2019
Q3 		– Sell
-2,523
Closed -$221K – 740
2019
Q2 		$221K Buy
2,523
+2,457
+3,723% +$205K 0.01% 372
2019
Q1 		$5K Buy
+66
New +$5.08K ﹤0.01% 701
2017
Q1 		– Sell
-5,471
Closed -$284K – 458
2016
Q4 		$284K Buy
5,471
+62
+1% +$3.12K 0.01% 245
2016
Q3 		$275K Buy
5,409
+272
+5% +$13.4K 0.01% 234
2016
Q2 		$245K Buy
5,137
+90
+2% +$4.17K 0.01% 252
2016
Q1 		$224K Sell
5,047
-319
-6% -$12.7K 0.01% 259
2015
Q4 		$220K Buy
5,366
+792
+17% +$34K 0.01% 297
2015
Q3 		$189K Buy
4,574
+317
+7% +$14.4K 0.01% 287
2015
Q2 		$201K Buy
4,257
+290
+7% +$14K 0.01% 269
2015
Q1 		$185K Buy
+3,967
New +$185K 0.01% 274

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

Brinker Capital Investments's AJG Position: Q2 2026 in Review

Brinker Capital Investments increased its Arthur J. Gallagher & Co (AJG) stake by 58% in Q2 2026, buying an estimated $1.18M and bringing the position to 15,134 shares worth $3.47M. The position accounts for 0.03% of the portfolio, ranked #525.

Brinker Capital Investments first reported a position in AJG in Q1 2015 and has held it in 29 quarters since. The position peaked at $4.72M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Brinker Capital Investments held 15,134 shares of Arthur J. Gallagher & Co worth $3.47M as of Q2 2026.
  • Brinker Capital Investments bought 5,539 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.18M.
  • Arthur J. Gallagher & Co made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #525 holding.
  • Brinker Capital Investments first reported a position in Arthur J. Gallagher & Co in Q1 2015 and has held it in 29 quarters since.
  • Brinker Capital Investments's Arthur J. Gallagher & Co position peaked at $4.72M in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.