Campbell Newman Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Campbell Newman Asset 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	–	Sell	-6,759	Closed	-$1.46M	–	100
2026 Q1	$1.46M	Sell	6,759 -114,673	-94%	-$26.5M	0.12%	74
2025 Q4	$31.4M	Sell	121,432 -1,960	-2%	-$519K	2.3%	19
2025 Q3	$38.2M	Buy	123,392 +2,512	+2%	+$757K	2.79%	11
2025 Q2	$38.7M	Sell	120,880 -4,611	-4%	-$1.52M	3.08%	9
2025 Q1	$43.3M	Sell	125,491 -15,672	-11%	-$4.95M	3.68%	7
2024 Q4	$40.1M	Buy	141,163 +17,196	+14%	+$5M	3.23%	9
2024 Q3	$34.9M	Sell	123,967 -200	-0.2%	-$56.4K	2.62%	13
2024 Q2	$32.2M	Sell	124,167 -1,833	-1%	-$455K	2.57%	12
2024 Q1	$31.5M	Buy	126,000 +19,009	+18%	+$4.57M	2.55%	13
2023 Q4	$24.1M	Buy	106,991 +19,938	+23%	+$4.72M	2.08%	19
2023 Q3	$19.8M	Buy	87,053 +202	+0.2%	+$45.2K	1.88%	23
2023 Q2	$19.1M	Buy	86,851 +1,724	+2%	+$359K	1.71%	25
2023 Q1	$16.3M	Buy	+85,127	New	+$16.2M	1.58%	28

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

Campbell Newman Asset Management's AJG Position: Q2 2026 in Review

Campbell Newman Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 6,759 shares — an estimated $1.46M sold.

Campbell Newman Asset Management first reported a position in AJG in Q1 2023 and held it in 13 quarters. The position peaked at $43.3M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Campbell Newman Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Campbell Newman Asset Management sold 6,759 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.46M.
Campbell Newman Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 13 quarters.
Campbell Newman Asset Management's Arthur J. Gallagher & Co position peaked at $43.3M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.