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

Cary Street Partners’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	$5.12M	Buy	22,323 +716	+3%	+$152K	0.11%	197
2026 Q1	$4.68M	Buy	21,607 +21,383	+9,546%	+$4.94M	0.12%	187
2025 Q4	$58K	Sell	224 -237	-51%	-$62.7K	﹤0.01%	928
2025 Q3	$143K	Sell	461 -104	-18%	-$31.4K	﹤0.01%	836
2025 Q2	$181K	Sell	565 -513	-48%	-$169K	0.01%	791
2025 Q1	$372K	Sell	1,078 -828	-43%	-$262K	0.01%	599
2024 Q4	$541K	Buy	+1,906	New	+$555K	0.02%	498

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

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

Cary Street Partners increased its Arthur J. Gallagher & Co (AJG) stake by 3.3% in Q2 2026, buying an estimated $152K and bringing the position to 22,323 shares worth $5.12M. The position accounts for 0.11% of the portfolio, ranked #197.

Cary Street Partners first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Cary Street Partners held 22,323 shares of Arthur J. Gallagher & Co worth $5.12M as of Q2 2026.
Cary Street Partners bought 716 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $152K.
Arthur J. Gallagher & Co made up 0.11% of Cary Street Partners's portfolio in Q2 2026, its #197 holding.
Cary Street Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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