Builder Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Builder Investment Group’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	$1.2M	Sell	5,226 -270	-5%	-$57.3K	0.24%	49
2026 Q1	$1.19M	Hold	5,496	–	–	0.26%	47
2025 Q4	$1.42M	Hold	5,496	–	–	0.31%	44
2025 Q3	$1.7M	Hold	5,496	–	–	0.38%	42
2025 Q2	$1.76M	Sell	5,496 -100	-2%	-$33K	0.43%	41
2025 Q1	$1.93M	Hold	5,596	–	–	0.55%	38
2024 Q4	$1.59M	Hold	5,596	–	–	0.43%	40
2024 Q3	$1.57M	Sell	5,596 -106	-2%	-$29.9K	0.42%	42
2024 Q2	$1.48M	Hold	5,702	–	–	0.4%	41
2024 Q1	$1.43M	Sell	5,702 -100	-2%	-$24K	0.42%	40
2023 Q4	$1.3M	Sell	5,802 -208	-3%	-$49.3K	0.47%	39
2023 Q3	$1.37M	Hold	6,010	–	–	0.54%	38
2023 Q2	$1.32M	Sell	6,010 -2	-0%	-$416	0.52%	38
2023 Q1	$1.15M	Sell	6,012 -50	-0.8%	-$9.49K	0.5%	41
2022 Q4	$1.14M	Buy	+6,062	New	+$1.13M	0.54%	40

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

PAS

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Builder Investment Group's AJG Position: Q2 2026 in Review

Builder Investment Group reduced its Arthur J. Gallagher & Co (AJG) stake by 4.9% in Q2 2026, selling an estimated $57.3K and leaving 5,226 shares worth $1.2M. The position accounts for 0.24% of the portfolio, ranked #49.

Builder Investment Group first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q1 2025. 240 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Builder Investment Group held 5,226 shares of Arthur J. Gallagher & Co worth $1.2M as of Q2 2026.
Builder Investment Group sold 270 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $57.3K.
Arthur J. Gallagher & Co made up 0.24% of Builder Investment Group's portfolio in Q2 2026, its #49 holding.
Builder Investment Group first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
Builder Investment Group's Arthur J. Gallagher & Co position peaked at $1.93M in Q1 2025.
240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.