Bruce G. Allen Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Bruce G. Allen 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	$51K	Sell	222 -37	-14%	-$7.86K	0.03%	267
2026 Q1	$56.1K	Sell	259 -20	-7%	-$4.62K	0.04%	241
2025 Q4	$72.2K	Sell	279 -42	-13%	-$11.1K	0.05%	208
2025 Q3	$99.4K	Sell	321 -11	-3%	-$3.32K	0.07%	160
2025 Q2	$106K	Buy	332 +87	+36%	+$28.7K	0.08%	147
2025 Q1	$84.6K	Buy	245 +57	+30%	+$18K	0.07%	161
2024 Q4	$53.4K	Buy	188 +7	+4%	+$2.04K	0.04%	242
2024 Q3	$50.9K	Buy	181 +4	+2%	+$1.13K	0.04%	257
2024 Q2	$45.9K	Sell	177 -1	-0.6%	-$248	0.04%	252
2024 Q1	$44.5K	Buy	178 +5	+3%	+$1.2K	0.04%	262
2023 Q4	$38.9K	Buy	+173	New	+$41K	0.04%	278

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

Bruce G. Allen Investments's AJG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, selling an estimated $7.86K and leaving 222 shares worth $51K. The position accounts for 0.03% of the portfolio, ranked #267.

Bruce G. Allen Investments first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $106K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Bruce G. Allen Investments held 222 shares of Arthur J. Gallagher & Co worth $51K as of Q2 2026.
Bruce G. Allen Investments sold 37 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $7.86K.
Arthur J. Gallagher & Co made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #267 holding.
Bruce G. Allen Investments first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Arthur J. Gallagher & Co position peaked at $106K in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.