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Carderock Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Carderock Capital 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 		$3.75M Buy
+16,330
New +$3.47M 0.82% 45
2025
Q4 		– Sell
-1,050
Closed -$325K – 70
2025
Q3 		$325K Hold
1,050
– – 0.08% 62
2025
Q2 		$336K Sell
1,050
-50
-5% -$16.5K 0.09% 64
2025
Q1 		$380K Sell
1,100
-100
-8% -$31.6K 0.1% 60
2024
Q4 		$341K Hold
1,200
– – 0.09% 65
2024
Q3 		$338K Hold
1,200
– – 0.08% 63
2024
Q2 		$311K Hold
1,200
– – 0.08% 61
2024
Q1 		$300K Buy
+1,200
New +$288K 0.08% 58
2023
Q2 		– Sell
-200
Closed -$38.3K – 62
2023
Q1 		$38.3K Buy
+200
New +$37.9K 0.01% 106
2021
Q4 		– Sell
-200
Closed -$30K – 81
2021
Q3 		$30K Buy
+200
New +$28.6K 0.01% 120
2016
Q1 		– Sell
-22,985
Closed -$941K – 72
2015
Q4 		$941K Sell
22,985
-1,216
-5% -$52.2K 0.49% 57
2015
Q3 		$999K Sell
24,201
-9
-0% -$408 0.56% 51
2015
Q2 		$1.15M Sell
24,210
-542
-2% -$26.1K 0.57% 53
2015
Q1 		$1.16M Sell
24,752
-4,088
-14% -$191K 0.56% 52
2014
Q4 		$1.36M Sell
28,840
-645
-2% -$30.3K 0.67% 48
2014
Q3 		$1.34M Sell
29,485
-23,105
-44% -$1.06M 0.69% 48
2014
Q2 		$2.45M Sell
52,590
-1,009
-2% -$46K 1.28% 33
2014
Q1 		$2.55M Sell
53,599
-191
-0.4% -$8.91K 1.3% 30
2013
Q4 		$2.52M Sell
53,790
-403
-0.7% -$18.7K 1.32% 30
2013
Q3 		$2.37M Buy
54,193
+107
+0.2% +$4.7K 1.37% 30
2013
Q2 		$2.36M Buy
+54,086
New +$2.34M 1.4% 31

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Carderock Capital Management's AJG Position: Q2 2026 in Review

Carderock Capital Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 16,330 shares worth $3.75M. The stake represents 0.82% of the portfolio and ranks #45 among its holdings. This is a return to the name: Carderock Capital Management previously reported a position in AJG as recently as Q3 2025.

Carderock Capital Management first reported a position in AJG in Q2 2013 and has held it in 21 quarters since. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Carderock Capital Management held 16,330 shares of Arthur J. Gallagher & Co worth $3.75M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Carderock Capital Management position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.82% of Carderock Capital Management's portfolio in Q2 2026, its #45 holding.
  • Carderock Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 21 quarters since.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Carderock Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.