Cetera Investment Advisers
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Cetera Investment Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Cetera Investment Advisers’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 		$18.8M Buy
82,024
+11,621
+17% +$2.47M 0.02% 794
2026
Q1 		$15.2M Sell
70,403
-19,980
-22% -$4.61M 0.02% 818
2025
Q4 		$23.4M Sell
90,383
-16,042
-15% -$4.25M 0.03% 597
2025
Q3 		$33M Buy
106,425
+28,672
+37% +$8.64M 0.04% 456
2025
Q2 		$24.9M Buy
77,753
+2,074
+3% +$684K 0.04% 441
2025
Q1 		$26.1M Buy
75,679
+9,568
+14% +$3.02M 0.05% 379
2024
Q4 		$18.8M Buy
66,111
+3,584
+6% +$1.04M 0.04% 454
2024
Q3 		$17.6M Buy
62,527
+1,043
+2% +$294K 0.04% 454
2024
Q2 		$15.9M Buy
61,484
+7,035
+13% +$1.75M 0.04% 468
2024
Q1 		$13.6M Buy
54,449
+33,972
+166% +$8.17M 0.03% 540
2023
Q4 		$4.6M Sell
20,477
-2,743
-12% -$650K 0.04% 461
2023
Q3 		$5.29M Sell
23,220
-393
-2% -$88K 0.05% 393
2023
Q2 		$5.18M Sell
23,613
-522
-2% -$109K 0.04% 398
2023
Q1 		$4.62M Buy
24,135
+2,195
+10% +$416K 0.04% 420
2022
Q4 		$4.14M Buy
21,940
+14,645
+201% +$2.74M 0.04% 437
2022
Q3 		$1.25M Buy
7,295
+3,351
+85% +$595K 0.02% 627
2022
Q2 		$643K Buy
3,944
+1,035
+36% +$172K 0.01% 969
2022
Q1 		$508K Buy
2,909
+31
+1% +$4.94K 0.01% 1145
2021
Q4 		$488K Buy
+2,878
New +$470K 0.01% 1194
2021
Q3 		– Sell
-1,729
Closed -$242K – 1788
2021
Q2 		$242K Buy
+1,729
New +$244K ﹤0.01% 1552
2021
Q1 		– Sell
-2,534
Closed -$313K – 1602
2020
Q4 		$313K Buy
+2,534
New +$289K 0.01% 1211

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

Cetera Investment Advisers's AJG Position: Q2 2026 in Review

Cetera Investment Advisers increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q2 2026, buying an estimated $2.47M and bringing the position to 82,024 shares worth $18.8M. The position accounts for 0.02% of the portfolio, ranked #794.

Cetera Investment Advisers first reported a position in AJG in Q4 2020 and has held it in 21 quarters since. The position peaked at $33M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cetera Investment Advisers held 82,024 shares of Arthur J. Gallagher & Co worth $18.8M as of Q2 2026.
  • Cetera Investment Advisers bought 11,621 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.47M.
  • Arthur J. Gallagher & Co made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #794 holding.
  • Cetera Investment Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's Arthur J. Gallagher & Co position peaked at $33M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.