Cerity Partners
AJG icon

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

Cerity 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
Q3 		$10.9M Buy
47,701
+3,745
+9% +$939K 0.01% 752
2026
Q2 		$10.1M Sell
43,956
-2,754
-6% -$585K 0.01% 768
2026
Q1 		$10.1M Buy
46,710
+7,444
+19% +$1.72M 0.01% 686
2025
Q4 		$10.2M Buy
39,266
+1,974
+5% +$523K 0.01% 631
2025
Q3 		$11.6M Sell
37,292
-1,210
-3% -$365K 0.02% 526
2025
Q2 		$12.3M Buy
38,502
+2,751
+8% +$907K 0.02% 472
2025
Q1 		$12.3M Buy
35,751
+4,823
+16% +$1.52M 0.03% 440
2024
Q4 		$8.76M Buy
30,928
+9,540
+45% +$2.78M 0.02% 530
2024
Q3 		$6.02M Buy
21,388
+7,867
+58% +$2.22M 0.01% 638
2024
Q2 		$3.51M Buy
13,521
+677
+5% +$168K 0.01% 718
2024
Q1 		$3.21M Buy
12,844
+5,431
+73% +$1.31M 0.01% 793
2023
Q4 		$1.67M Buy
7,413
+3,218
+77% +$762K 0.01% 814
2023
Q3 		$956K Sell
4,195
-2,469
-37% -$553K ﹤0.01% 771
2023
Q2 		$1.46M Buy
6,664
+506
+8% +$105K 0.01% 811
2023
Q1 		$2.5M Buy
6,158
+221
+4% +$41.9K 0.01% 653
2022
Q4 		$1.12M Buy
5,937
+3,677
+163% +$688K 0.01% 669
2022
Q3 		$387K Buy
2,260
+128
+6% +$22.7K ﹤0.01% 802
2022
Q2 		$348K Buy
2,132
+668
+46% +$111K ﹤0.01% 857
2022
Q1 		$255K Buy
+1,464
New +$233K ﹤0.01% 788
2018
Q4 		– Sell
-3,442
Closed -$256K – 514
2018
Q3 		$256K Buy
3,442
+56
+2% +$4.02K 0.02% 453
2018
Q2 		$221K Buy
3,386
+291
+9% +$19.7K 0.02% 492
2018
Q1 		$213K Buy
+3,095
New +$209K 0.02% 492

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Cerity Partners's AJG Position: Q3 2026 in Review

Cerity Partners increased its Arthur J. Gallagher & Co (AJG) stake by 8.5% in Q3 2026, buying an estimated $939K and bringing the position to 47,701 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #752.

Cerity Partners first reported a position in AJG in Q1 2018 and has held it in 22 quarters since. The position peaked at $12.3M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Cerity Partners held 47,701 shares of Arthur J. Gallagher & Co worth $10.9M as of Q3 2026.
  • Cerity Partners bought 3,745 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $939K.
  • Arthur J. Gallagher & Co made up 0.01% of Cerity Partners's portfolio in Q3 2026, its #752 holding.
  • Cerity Partners first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 22 quarters since.
  • Cerity Partners's Arthur J. Gallagher & Co position peaked at $12.3M in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Cerity Partners's 13F filing for Q3 2026, filed 13 Nov 2026.