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Chicago Partners Investment Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Chicago Partners Investment Group’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 		$5.2M Buy
21,473
+61
+0.3% +$13K 0.1% 168
2026
Q1 		$4.73M Buy
21,412
+499
+2% +$115K 0.11% 167
2025
Q4 		$5.3M Buy
20,913
+103
+0.5% +$27.3K 0.13% 149
2025
Q3 		$5.57M Sell
20,810
-36
-0.2% -$10.9K 0.15% 137
2025
Q2 		$6.48M Buy
20,846
+9,739
+88% +$3.21M 0.19% 108
2025
Q1 		$3.77M Buy
11,107
+208
+2% +$65.7K 0.13% 152
2024
Q4 		$3.11M Buy
10,899
+64
+0.6% +$18.6K 0.1% 164
2024
Q3 		$3.13M Buy
10,835
+313
+3% +$88.3K 0.11% 155
2024
Q2 		$3M Buy
10,522
+22
+0.2% +$5.46K 0.12% 153
2024
Q1 		$2.5M Buy
10,500
+16
+0.2% +$3.85K 0.11% 170
2023
Q4 		$2.51M Buy
10,484
+2
+0% +$474 0.12% 162
2023
Q3 		$2.39M Buy
10,482
+4
+0% +$895 0.13% 151
2023
Q2 		$2.32M Sell
10,478
-60
-0.6% -$12.5K 0.12% 162
2023
Q1 		$2.19M Buy
10,538
+37
+0.4% +$7.02K 0.13% 159
2022
Q4 		$2.07M Buy
10,501
+26
+0.2% +$4.86K 0.13% 161
2022
Q3 		$2.01M Buy
10,475
+36
+0.3% +$6.39K 0.14% 143
2022
Q2 		$1.87M Buy
10,439
+22
+0.2% +$3.65K 0.14% 143
2022
Q1 		$1.63M Buy
10,417
+48
+0.5% +$7.65K 0.12% 150
2021
Q4 		$1.59M Buy
10,369
+7
+0.1% +$1.14K 0.11% 160
2021
Q3 		$1.69M Buy
10,362
+4
+0% +$572 0.12% 156
2021
Q2 		$1.45M Buy
10,358
+4
+0% +$565 0.11% 163
2021
Q1 		$1.41M Buy
10,354
+3
+0% +$362 0.12% 153
2020
Q4 		$1.22M Buy
10,351
+47
+0.5% +$5.35K 0.12% 151
2020
Q3 		$1.11M Buy
10,304
+15
+0.1% +$1.56K 0.13% 126
2020
Q2 		$1.06M Hold
10,289
– – 0.13% 124
2020
Q1 		$860K Sell
10,289
-31
-0.3% -$2.97K 0.13% 126
2019
Q4 		$991K Buy
10,320
+39
+0.4% +$3.57K 0.12% 126
2019
Q3 		$938K Buy
10,281
+9
+0.1% +$809 0.13% 121
2019
Q2 		$937K Buy
10,272
+8
+0.1% +$668 0.13% 115
2019
Q1 		$825K Sell
10,264
-600
-6% -$46.2K 0.12% 127
2018
Q4 		$801K Hold
10,864
– – 0.12% 146
2018
Q3 		$802K Sell
10,864
-100
-0.9% -$7.17K 0.12% 138
2018
Q2 		$716K Hold
10,964
– – 0.11% 140
2018
Q1 		$754K Hold
10,964
– – 0.13% 115
2017
Q4 		$694K Hold
10,964
– – 0.11% 131
2017
Q3 		$675K Sell
10,964
-580
-5% -$34.1K 0.12% 130
2017
Q2 		$603K Buy
11,544
+1,280
+12% +$72.3K 0.16% 99
2017
Q1 		$580K Buy
10,264
+10,114
+6,743% +$557K 0.16% 97
2016
Q4 		$8K Buy
150
+30
+25% +$1.51K ﹤0.01% 442
2016
Q3 		$6K Hold
120
– – ﹤0.01% 446
2016
Q2 		$6K Hold
120
– – ﹤0.01% 397
2016
Q1 		$5K Hold
120
– – ﹤0.01% 383
2015
Q4 		$5K Hold
120
– – ﹤0.01% 443
2015
Q3 		$5K Hold
120
– – ﹤0.01% 383
2015
Q2 		$6K Buy
120
+1
+0.8% +$48 ﹤0.01% 379
2015
Q1 		$6K Sell
119
-1
-0.8% -$47 ﹤0.01% 401
2014
Q4 		$6K Buy
+120
New +$5.63K ﹤0.01% 420

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

Chicago Partners Investment Group's AJG Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Arthur J. Gallagher & Co (AJG) stake by 0.28% in Q2 2026, buying an estimated $13K and bringing the position to 21,473 shares worth $5.2M. The position accounts for 0.1% of the portfolio, ranked #168.

Chicago Partners Investment Group first reported a position in AJG in Q4 2014 and has held it in 47 quarters since. The position peaked at $6.48M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Chicago Partners Investment Group held 21,473 shares of Arthur J. Gallagher & Co worth $5.2M as of Q2 2026.
  • Chicago Partners Investment Group bought 61 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $13K.
  • Arthur J. Gallagher & Co made up 0.1% of Chicago Partners Investment Group's portfolio in Q2 2026, its #168 holding.
  • Chicago Partners Investment Group first reported a position in Arthur J. Gallagher & Co in Q4 2014 and has held it in 47 quarters since.
  • Chicago Partners Investment Group's Arthur J. Gallagher & Co position peaked at $6.48M in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.