CWM
AJG icon

Cabot Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Cabot Wealth 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 		$1.29M Sell
5,623
-618
-10% -$131K 0.13% 87
2026
Q1 		$1.35M Buy
6,241
+123
+2% +$28.4K 0.16% 87
2025
Q4 		$1.58M Sell
6,118
-297
-5% -$78.6K 0.18% 88
2025
Q3 		$1.99M Hold
6,415
– – 0.22% 80
2025
Q2 		$2.05M Sell
6,415
-221
-3% -$72.8K 0.24% 78
2025
Q1 		$2.29M Buy
6,636
+128
+2% +$40.4K 0.29% 74
2024
Q4 		$1.85M Hold
6,508
– – 0.23% 81
2024
Q3 		$1.83M Hold
6,508
– – 0.23% 84
2024
Q2 		$1.69M Sell
6,508
-200
-3% -$49.6K 0.22% 81
2024
Q1 		$1.68M Sell
6,708
-1,333
-17% -$320K 0.22% 83
2023
Q4 		$1.81M Sell
8,041
-179
-2% -$42.4K 0.25% 80
2023
Q3 		$1.87M Hold
8,220
– – 0.29% 79
2023
Q2 		$1.8M Hold
8,220
– – 0.27% 80
2023
Q1 		$1.57M Hold
8,220
– – 0.25% 83
2022
Q4 		$1.55M Hold
8,220
– – 0.26% 83
2022
Q3 		$1.41M Hold
8,220
– – 0.24% 80
2022
Q2 		$1.34M Sell
8,220
-280
-3% -$46.5K 0.21% 86
2022
Q1 		$1.48M Sell
8,500
-2,700
-24% -$430K 0.2% 90
2021
Q4 		$1.9M Sell
11,200
-1,647
-13% -$269K 0.24% 86
2021
Q3 		$1.91M Hold
12,847
– – 0.26% 82
2021
Q2 		$1.8M Hold
12,847
– – 0.24% 81
2021
Q1 		$1.6M Buy
12,847
+147
+1% +$17.7K 0.23% 80
2020
Q4 		$1.57M Buy
12,700
+10,000
+370% +$1.14M 0.24% 77
2020
Q3 		$285K Hold
2,700
– – 0.05% 119
2020
Q2 		$263K Hold
2,700
– – 0.05% 115
2020
Q1 		$220K Hold
2,700
– – 0.05% 111
2019
Q4 		$257K Hold
2,700
– – 0.05% 114
2019
Q3 		$242K Buy
+2,700
New +$243K 0.05% 120

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

Cabot Wealth Management's AJG Position: Q2 2026 in Review

Cabot Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 9.9% in Q2 2026, selling an estimated $131K and leaving 5,623 shares worth $1.29M. The position accounts for 0.13% of the portfolio, ranked #87.

Cabot Wealth Management first reported a position in AJG in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.29M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cabot Wealth Management held 5,623 shares of Arthur J. Gallagher & Co worth $1.29M as of Q2 2026.
  • Cabot Wealth Management sold 618 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $131K.
  • Arthur J. Gallagher & Co made up 0.13% of Cabot Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Cabot Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2019 and has held it in 28 quarters since.
  • Cabot Wealth Management's Arthur J. Gallagher & Co position peaked at $2.29M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cabot Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.