Chevy Chase Trust
AJG icon

Chevy Chase Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Chevy Chase Trust’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 		$28.7M Sell
125,018
-2,687
-2% -$571K 0.07% 225
2026
Q1 		$27.7M Sell
127,705
-3,394
-3% -$784K 0.08% 214
2025
Q4 		$33.9M Buy
131,099
+214
+0.2% +$56.7K 0.09% 184
2025
Q3 		$40.5M Sell
130,885
-4,485
-3% -$1.35M 0.11% 159
2025
Q2 		$43.3M Buy
135,370
+1,922
+1% +$634K 0.13% 150
2025
Q1 		$46.1M Buy
133,448
+2,319
+2% +$733K 0.15% 136
2024
Q4 		$37.2M Buy
131,129
+13,601
+12% +$3.96M 0.11% 164
2024
Q3 		$33.1M Sell
117,528
-1,822
-2% -$514K 0.1% 175
2024
Q2 		$30.9M Sell
119,350
-807
-0.7% -$200K 0.1% 180
2024
Q1 		$30M Sell
120,157
-495
-0.4% -$119K 0.1% 183
2023
Q4 		$27.1M Sell
120,652
-533
-0.4% -$126K 0.1% 189
2023
Q3 		$27.6M Sell
121,185
-2,090
-2% -$468K 0.11% 172
2023
Q2 		$27.1M Sell
123,275
-27
-0% -$5.62K 0.1% 180
2023
Q1 		$23.6M Buy
123,302
+1,414
+1% +$268K 0.09% 202
2022
Q4 		$23M Sell
121,888
-7,119
-6% -$1.33M 0.1% 204
2022
Q3 		$22.1M Buy
129,007
+1,574
+1% +$279K 0.09% 203
2022
Q2 		$20.8M Buy
127,433
+1,534
+1% +$255K 0.09% 219
2022
Q1 		$22M Buy
125,899
+1,019
+0.8% +$162K 0.08% 240
2021
Q4 		$21.2M Sell
124,880
-2,635
-2% -$431K 0.07% 260
2021
Q3 		$19M Sell
127,515
-3,615
-3% -$517K 0.07% 270
2021
Q2 		$18.4M Buy
131,130
+1,066
+0.8% +$151K 0.06% 279
2021
Q1 		$16.2M Sell
130,064
-8,378
-6% -$1.01M 0.06% 303
2020
Q4 		$17.1M Sell
138,442
-6,086
-4% -$693K 0.06% 286
2020
Q3 		$15.3M Sell
144,528
-11,690
-7% -$1.21M 0.06% 287
2020
Q2 		$15.2M Sell
156,218
-6,885
-4% -$610K 0.06% 292
2020
Q1 		$13.3M Buy
163,103
+2,426
+2% +$232K 0.06% 284
2019
Q4 		$15.3M Buy
160,677
+476
+0.3% +$43.6K 0.06% 324
2019
Q3 		$14.3M Sell
160,201
-195
-0.1% -$17.5K 0.06% 324
2019
Q2 		$14M Buy
160,396
+489
+0.3% +$40.8K 0.06% 327
2019
Q1 		$13.4M Buy
159,907
+2,840
+2% +$219K 0.06% 338
2018
Q4 		$11.6M Buy
157,067
+6,324
+4% +$472K 0.06% 335
2018
Q3 		$11.2M Sell
150,743
-3,429
-2% -$246K 0.05% 391
2018
Q2 		$10.1M Buy
154,172
+1
+0% +$68 0.04% 415
2018
Q1 		$10.6M Sell
154,171
-3,029
-2% -$204K 0.05% 397
2017
Q4 		$9.95M Sell
157,200
-515
-0.3% -$32.9K 0.04% 418
2017
Q3 		$9.71M Buy
157,715
+2,516
+2% +$148K 0.04% 408
2017
Q2 		$8.88M Buy
155,199
+639
+0.4% +$36.1K 0.04% 420
2017
Q1 		$8.74M Buy
154,560
+5,285
+4% +$291K 0.04% 417
2016
Q4 		$7.76M Buy
149,275
+956
+0.6% +$48.1K 0.04% 428
2016
Q3 		$7.54M Sell
148,319
-3,586
-2% -$177K 0.04% 426
2016
Q2 		$7.23M Buy
+151,905
New +$7.05M 0.04% 432

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

Chevy Chase Trust's AJG Position: Q2 2026 in Review

Chevy Chase Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 2.1% in Q2 2026, selling an estimated $571K and leaving 125,018 shares worth $28.7M. The position accounts for 0.07% of the portfolio, ranked #225.

Chevy Chase Trust first reported a position in AJG in Q2 2016 and has held it in 41 quarters since. The position peaked at $46.1M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Chevy Chase Trust held 125,018 shares of Arthur J. Gallagher & Co worth $28.7M as of Q2 2026.
  • Chevy Chase Trust sold 2,687 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $571K.
  • Arthur J. Gallagher & Co made up 0.07% of Chevy Chase Trust's portfolio in Q2 2026, its #225 holding.
  • Chevy Chase Trust first reported a position in Arthur J. Gallagher & Co in Q2 2016 and has held it in 41 quarters since.
  • Chevy Chase Trust's Arthur J. Gallagher & Co position peaked at $46.1M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.