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

Broadwater Capital’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 		$45.9K Hold
200
– – 0.03% 102
2026
Q1 		$51.8K Hold
200
– – 0.04% 105
2025
Q4 		$51.8K Hold
200
– – 0.04% 105
2025
Q3 		$61.9K Sell
200
-63,824
-100% -$19.2M 0.05% 107
2025
Q2 		$64M Buy
64,024
+63,824
+31,912% +$21M 0.05% 104
2025
Q1 		$69K Hold
200
– – 0.05% 103
2024
Q4 		$56.8K Hold
200
– – 0.04% 110
2024
Q3 		$56.3K Hold
200
– – 0.04% 114
2024
Q2 		$51.9K Hold
200
– – 0.04% 119
2024
Q1 		$50K Hold
200
– – 0.04% 119
2023
Q4 		$45K Buy
+200
New +$47.4K 0.04% 120

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Broadwater Capital's AJG Position: Q2 2026 in Review

Broadwater Capital held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 200 shares worth $45.9K. The position accounts for 0.03% of the portfolio, ranked #102.

Broadwater Capital first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $64M in Q2 2025. 624 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Broadwater Capital held 200 shares of Arthur J. Gallagher & Co worth $45.9K as of Q2 2026.
  • Broadwater Capital left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #102 holding.
  • Broadwater Capital first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Arthur J. Gallagher & Co position peaked at $64M in Q2 2025.
  • 624 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.