CFG
AJG icon

Carr Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Carr Financial Group’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 		$641K Buy
2,791
+195
+8% +$41.4K 0.15% 95
2026
Q1 		$562K Buy
2,596
+492
+23% +$114K 0.15% 94
2025
Q4 		$545K Buy
2,104
+1,244
+145% +$329K 0.14% 99
2025
Q3 		$266K Buy
+860
New +$259K 0.07% 155

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

Carr Financial Group's AJG Position: Q2 2026 in Review

Carr Financial Group increased its Arthur J. Gallagher & Co (AJG) stake by 7.5% in Q2 2026, buying an estimated $41.4K and bringing the position to 2,791 shares worth $641K. The position accounts for 0.15% of the portfolio, ranked #95.

Carr Financial Group first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Carr Financial Group held 2,791 shares of Arthur J. Gallagher & Co worth $641K as of Q2 2026.
  • Carr Financial Group bought 195 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $41.4K.
  • Arthur J. Gallagher & Co made up 0.15% of Carr Financial Group's portfolio in Q2 2026, its #95 holding.
  • Carr Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Carr Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.