Checchi Capital Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $542K | Buy |
2,361
+66
| +3% | +$14K | 0.02% | 347 |
|
|
2026
Q1 | $497K | Buy |
2,295
+221
| +11% | +$51K | 0.03% | 352 |
|
|
2025
Q4 | $537K | Sell |
2,074
-243
| -10% | -$64.3K | 0.03% | 303 |
|
|
2025
Q3 | $718K | Sell |
2,317
-191
| -8% | -$57.6K | 0.04% | 261 |
|
|
2025
Q2 | $803K | Sell |
2,508
-391
| -13% | -$129K | 0.04% | 248 |
|
|
2025
Q1 | $1M | Buy |
2,899
+31
| +1% | +$9.79K | 0.05% | 211 |
|
|
2024
Q4 | $814K | Sell |
2,868
-129
| -4% | -$37.5K | 0.05% | 230 |
|
|
2024
Q3 | $843K | Buy |
2,997
+49
| +2% | +$13.8K | 0.05% | 223 |
|
|
2024
Q2 | $764K | Buy |
2,948
+31
| +1% | +$7.69K | 0.04% | 231 |
|
|
2024
Q1 | $729K | Sell |
2,917
-235
| -7% | -$56.5K | 0.06% | 245 |
|
|
2023
Q4 | $709K | Buy |
3,152
+20
| +0.6% | +$4.74K | 0.06% | 231 |
|
|
2023
Q3 | $714K | Sell |
3,132
-139
| -4% | -$31.1K | 0.07% | 217 |
|
|
2023
Q2 | $718K | Sell |
3,271
-4
| -0.1% | -$832 | 0.06% | 223 |
|
|
2023
Q1 | $627K | Sell |
3,275
-41
| -1% | -$7.78K | 0.06% | 230 |
|
|
2022
Q4 | $625K | Sell |
3,316
-70
| -2% | -$13.1K | 0.07% | 224 |
|
|
2022
Q3 | $580K | Buy |
3,386
+93
| +3% | +$16.5K | 0.05% | 237 |
|
|
2022
Q2 | $589K | Buy |
3,293
+242
| +8% | +$40.2K | 0.05% | 261 |
|
|
2022
Q1 | $533K | Buy |
3,051
+178
| +6% | +$28.4K | 0.05% | 248 |
|
|
2021
Q4 | $487K | Buy |
2,873
+78
| +3% | +$12.7K | 0.04% | 259 |
|
|
2021
Q3 | $415K | Buy |
2,795
+80
| +3% | +$11.4K | 0.04% | 281 |
|
|
2021
Q2 | $380K | Sell |
2,715
-18
| -0.7% | -$2.54K | 0.04% | 296 |
|
|
2021
Q1 | $341K | Buy |
2,733
+85
| +3% | +$10.3K | 0.03% | 319 |
|
|
2020
Q4 | $328K | Buy |
2,648
+128
| +5% | +$14.6K | 0.03% | 318 |
|
|
2020
Q3 | $266K | Sell |
2,520
-233
| -8% | -$24.2K | 0.03% | 330 |
|
|
2020
Q2 | $268K | Buy |
2,753
+230
| +9% | +$20.4K | 0.03% | 334 |
|
|
2020
Q1 | $206K | Buy |
2,523
+37
| +1% | +$3.54K | 0.02% | 334 |
|
|
2019
Q4 | $237K | Sell |
2,486
-286
| -10% | -$26.2K | 0.03% | 365 |
|
|
2019
Q3 | $248K | Buy |
2,772
+273
| +11% | +$24.5K | 0.03% | 340 |
|
|
2019
Q2 | $219K | Buy |
+2,499
| New | +$209K | 0.03% | 367 |
|
|
2019
Q1 | – | Sell |
-2,742
| Closed | -$202K | – | 425 |
|
|
2018
Q4 | $202K | Sell |
2,742
-185
| -6% | -$13.8K | 0.03% | 341 |
|
|
2018
Q3 | $218K | Buy |
+2,927
| New | +$210K | 0.03% | 393 |
|
|
2016
Q3 | – | Sell |
-2,450
| Closed | -$117K | – | 413 |
|
|
2016
Q2 | $117K | Buy |
2,450
+96
| +4% | +$4.45K | 0.01% | 519 |
|
|
2016
Q1 | $105K | Buy |
+2,354
| New | +$94K | 0.02% | 568 |
|
Other funds holding AJG
GAM
CB
FAM
Checchi Capital Advisers's AJG Position: Q2 2026 in Review
Checchi Capital Advisers increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q2 2026, buying an estimated $14K and bringing the position to 2,361 shares worth $542K. The position accounts for 0.02% of the portfolio, ranked #347.
Checchi Capital Advisers first reported a position in AJG in Q1 2016 and has held it in 33 quarters since. The position peaked at $1M in Q1 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- Checchi Capital Advisers held 2,361 shares of Arthur J. Gallagher & Co worth $542K as of Q2 2026.
- Checchi Capital Advisers bought 66 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $14K.
- Arthur J. Gallagher & Co made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #347 holding.
- Checchi Capital Advisers first reported a position in Arthur J. Gallagher & Co in Q1 2016 and has held it in 33 quarters since.
- Checchi Capital Advisers's Arthur J. Gallagher & Co position peaked at $1M in Q1 2025.
- 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.