Callan Family Office’s Arthur J. Gallagher & Co AJG Stock Holding History

Callan Family Office’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	$4.67M	Buy	20,355 +43	+0.2%	+$9.13K	0.09%	210
2026 Q1	$4.4M	Sell	20,312 -6,703	-25%	-$1.55M	0.1%	211
2025 Q4	$6.99M	Buy	27,015 +5,722	+27%	+$1.51M	0.15%	134
2025 Q3	$6.6M	Buy	21,293 +1,690	+9%	+$509K	0.21%	109
2025 Q2	$6.28M	Buy	19,603 +8,947	+84%	+$2.95M	0.2%	124
2025 Q1	$3.68M	Sell	10,656 -4,199	-28%	-$1.33M	0.28%	81
2024 Q4	$4.22M	Buy	14,855 +7,341	+98%	+$2.14M	0.27%	72
2024 Q3	$2.11M	Buy	7,514 +243	+3%	+$68.5K	0.36%	42
2024 Q2	$1.89M	Sell	7,271 -29	-0.4%	-$7.19K	0.36%	41
2024 Q1	$1.83M	Sell	7,300 -1,136	-13%	-$273K	0.43%	33
2023 Q4	$1.9M	Buy	8,436 +586	+7%	+$139K	0.47%	34
2023 Q3	$1.79M	Buy	+7,850	New	+$1.76M	0.48%	32

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 $3.38T AUM 44.17% 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

Callan Family Office's AJG Position: Q2 2026 in Review

Callan Family Office increased its Arthur J. Gallagher & Co (AJG) stake by 0.21% in Q2 2026, buying an estimated $9.13K and bringing the position to 20,355 shares worth $4.67M. The position accounts for 0.09% of the portfolio, ranked #210.

Callan Family Office first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.99M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Callan Family Office held 20,355 shares of Arthur J. Gallagher & Co worth $4.67M as of Q2 2026.
Callan Family Office bought 43 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $9.13K.
Arthur J. Gallagher & Co made up 0.09% of Callan Family Office's portfolio in Q2 2026, its #210 holding.
Callan Family Office first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
Callan Family Office's Arthur J. Gallagher & Co position peaked at $6.99M in Q4 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.