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Capital Group Private Client Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Capital Group Private Client Services’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 		$5.95M Sell
25,919
-3,880
-13% -$824K 0.08% 95
2026
Q1 		$6.45M Sell
29,799
-14,954
-33% -$3.45M 0.11% 91
2025
Q4 		$11.6M Sell
44,753
-1,263
-3% -$334K 0.18% 70
2025
Q3 		$14.3M Sell
46,016
-152,468
-77% -$46M 0.24% 59
2025
Q2 		$63.5M Sell
198,484
-4,207
-2% -$1.39M 0.55% 43
2025
Q1 		$70M Sell
202,691
-6,410
-3% -$2.02M 0.68% 38
2024
Q4 		$59.4M Sell
209,101
-4,228
-2% -$1.23M 0.55% 50
2024
Q3 		$60M Sell
213,329
-7,653
-3% -$2.16M 0.57% 47
2024
Q2 		$57.3M Sell
220,982
-10,356
-4% -$2.57M 0.57% 50
2024
Q1 		$57.8M Sell
231,338
-19,799
-8% -$4.76M 0.59% 50
2023
Q4 		$56.5M Sell
251,137
-3,971
-2% -$941K 0.58% 53
2023
Q3 		$58.1M Sell
255,108
-1,400
-0.5% -$313K 0.71% 40
2023
Q2 		$56.3M Buy
256,508
+1,037
+0.4% +$216K 0.66% 51
2023
Q1 		$48.9M Buy
255,471
+138,633
+119% +$26.3M 0.61% 58
2022
Q4 		$22M Buy
116,838
+334
+0.3% +$62.5K 0.28% 95
2022
Q3 		$19.9M Buy
116,504
+286
+0.2% +$50.8K 0.28% 97
2022
Q2 		$18.9M Sell
116,218
-942
-0.8% -$156K 0.24% 104
2022
Q1 		$20.5M Buy
117,160
+1,736
+2% +$277K 0.22% 107
2021
Q4 		$19.6M Sell
115,424
-1,667
-1% -$272K 0.21% 110
2021
Q3 		$17.4M Buy
+117,091
New +$16.8M 0.2% 106

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

Capital Group Private Client Services's AJG Position: Q2 2026 in Review

Capital Group Private Client Services reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, selling an estimated $824K and leaving 25,919 shares worth $5.95M. The position accounts for 0.08% of the portfolio, ranked #95.

Capital Group Private Client Services first reported a position in AJG in Q3 2021 and has held it in 20 quarters since. The position peaked at $70M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Capital Group Private Client Services held 25,919 shares of Arthur J. Gallagher & Co worth $5.95M as of Q2 2026.
  • Capital Group Private Client Services sold 3,880 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $824K.
  • Arthur J. Gallagher & Co made up 0.08% of Capital Group Private Client Services's portfolio in Q2 2026, its #95 holding.
  • Capital Group Private Client Services first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 20 quarters since.
  • Capital Group Private Client Services's Arthur J. Gallagher & Co position peaked at $70M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.