Cary Street Partners Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Cary Street Partners Investment Advisory’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	$352K	Sell	1,535 -80	-5%	-$17K	0.07%	266
2026 Q1	$350K	Sell	1,615 -258	-14%	-$59.6K	0.09%	243
2025 Q4	$485K	Sell	1,873 -205	-10%	-$54.3K	0.13%	169
2025 Q3	$644K	Buy	2,078 +49	+2%	+$14.8K	0.27%	81
2025 Q2	$650K	Buy	2,029 +545	+37%	+$180K	0.31%	70
2025 Q1	$512K	Buy	1,484 +709	+91%	+$224K	0.3%	87
2024 Q4	$220K	Sell	775 -1,497	-66%	-$436K	0.14%	163
2024 Q3	$639K	Sell	2,272 -294	-11%	-$82.9K	0.02%	452
2024 Q2	$665K	Buy	2,566 +1,432	+126%	+$355K	0.03%	409
2024 Q1	$284K	Buy	+1,134	New	+$273K	0.01%	574
2023 Q4	–	Sell	-106	Closed	-$24.2K	–	673
2023 Q3	$24.2K	Buy	106 +26	+33%	+$5.82K	﹤0.01%	1060
2023 Q2	$17.6K	Hold	80	–	–	﹤0.01%	1083
2023 Q1	$15.3K	Hold	80	–	–	﹤0.01%	1043
2022 Q4	$15.1K	Buy	+80	New	+$15K	﹤0.01%	1043

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Cary Street Partners Investment Advisory's AJG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its Arthur J. Gallagher & Co (AJG) stake by 5% in Q2 2026, selling an estimated $17K and leaving 1,535 shares worth $352K. The position accounts for 0.07% of the portfolio, ranked #266.

Cary Street Partners Investment Advisory first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $665K in Q2 2024. 890 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Cary Street Partners Investment Advisory held 1,535 shares of Arthur J. Gallagher & Co worth $352K as of Q2 2026.
Cary Street Partners Investment Advisory sold 80 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $17K.
Arthur J. Gallagher & Co made up 0.07% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #266 holding.
Cary Street Partners Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's Arthur J. Gallagher & Co position peaked at $665K in Q2 2024.
890 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.