Central Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Central Securities’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	$58.5M	Buy	255,000 +120,000	+89%	+$25.5M	4.37%	8
2026 Q1	$29.2M	Buy	135,000 +30,000	+29%	+$6.93M	2.41%	16
2025 Q4	$27.2M	Hold	105,000	–	–	2.18%	19
2025 Q3	$32.5M	Hold	105,000	–	–	2.68%	16
2025 Q2	$33.6M	Hold	105,000	–	–	2.97%	16
2025 Q1	$36.3M	Hold	105,000	–	–	3.45%	13
2024 Q4	$29.8M	Hold	105,000	–	–	2.85%	16
2024 Q3	$29.5M	Hold	105,000	–	–	2.87%	17
2024 Q2	$27.2M	Buy	+105,000	New	+$26M	2.68%	18

Other funds holding AJG

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

VCM

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

VPM

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

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

Central Securities's AJG Position: Q2 2026 in Review

Central Securities increased its Arthur J. Gallagher & Co (AJG) stake by 89% in Q2 2026, buying an estimated $25.5M and bringing the position to 255,000 shares worth $58.5M. The position accounts for 4.37% of the portfolio, ranked #8.

Central Securities first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. 1,220 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Central Securities held 255,000 shares of Arthur J. Gallagher & Co worth $58.5M as of Q2 2026.
Central Securities bought 120,000 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $25.5M.
Arthur J. Gallagher & Co made up 4.37% of Central Securities's portfolio in Q2 2026, its #8 holding.
Central Securities first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
1,220 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Central Securities's 13F filing for Q2 2026, filed 10 Aug 2026.