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Catalyst Financial Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Catalyst Financial 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 		$320K Buy
1,396
+300
+27% +$63.7K 0.03% 298
2026
Q1 		$237K Buy
1,096
+273
+33% +$63.1K 0.03% 332
2025
Q4 		$213K Sell
823
-175
-18% -$46.3K 0.02% 306
2025
Q3 		$309K Buy
998
+4
+0.4% +$1.21K 0.04% 231
2025
Q2 		$318K Buy
994
+34
+4% +$11.2K 0.03% 223
2025
Q1 		$331K Buy
960
+85
+10% +$26.8K 0.06% 202
2024
Q4 		$248K Buy
875
+45
+5% +$13.1K 0.05% 237
2024
Q3 		$234K Buy
830
+25
+3% +$7.05K 0.05% 239
2024
Q2 		$209K Buy
+805
New +$200K 0.05% 235

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

Catalyst Financial Partners's AJG Position: Q2 2026 in Review

Catalyst Financial Partners increased its Arthur J. Gallagher & Co (AJG) stake by 27% in Q2 2026, buying an estimated $63.7K and bringing the position to 1,396 shares worth $320K. The position accounts for 0.03% of the portfolio, ranked #298.

Catalyst Financial Partners first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $331K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Catalyst Financial Partners held 1,396 shares of Arthur J. Gallagher & Co worth $320K as of Q2 2026.
  • Catalyst Financial Partners bought 300 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $63.7K.
  • Arthur J. Gallagher & Co made up 0.03% of Catalyst Financial Partners's portfolio in Q2 2026, its #298 holding.
  • Catalyst Financial Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
  • Catalyst Financial Partners's Arthur J. Gallagher & Co position peaked at $331K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.