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Choate Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Choate Investment Advisors’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 		$517K Sell
2,254
-76
-3% -$16.1K 0.01% 320
2026
Q1 		$505K Sell
2,330
-6
-0.3% -$1.39K 0.01% 301
2025
Q4 		$605K Buy
2,336
+4
+0.2% +$1.06K 0.01% 282
2025
Q3 		$722K Buy
2,332
+6
+0.3% +$1.81K 0.01% 243
2025
Q2 		$745K Sell
2,326
-13
-0.6% -$4.29K 0.02% 229
2025
Q1 		$808K Sell
2,339
-57
-2% -$18K 0.02% 206
2024
Q4 		$680K Buy
2,396
+920
+62% +$268K 0.02% 232
2024
Q3 		$415K Sell
1,476
-31
-2% -$8.74K 0.01% 280
2024
Q2 		$391K Buy
1,507
+96
+7% +$23.8K 0.01% 277
2024
Q1 		$353K Sell
1,411
-24
-2% -$5.77K 0.01% 312
2023
Q4 		$323K Buy
1,435
+45
+3% +$10.7K 0.01% 301
2023
Q3 		$317K Buy
1,390
+175
+14% +$39.2K 0.01% 288
2023
Q2 		$267K Buy
1,215
+10
+0.8% +$2.08K 0.01% 252
2023
Q1 		$231K Hold
1,205
– – 0.01% 249
2022
Q4 		$227K Buy
+1,205
New +$225K 0.01% 250
2016
Q4 		– Sell
-4,583
Closed -$233K – 243
2016
Q3 		$233K Sell
4,583
-325
-7% -$16K 0.02% 218
2016
Q2 		$234K Buy
+4,908
New +$228K 0.02% 212
2016
Q1 		– Sell
-6,182
Closed -$289K – 245
2015
Q4 		$289K Buy
6,182
+431
+7% +$18.5K 0.02% 223
2015
Q3 		$237K Buy
5,751
+504
+10% +$22.9K 0.02% 222
2015
Q2 		$248K Sell
5,247
-679
-11% -$32.7K 0.01% 220
2015
Q1 		$277K Sell
5,926
-256
-4% -$12K 0.02% 220
2014
Q4 		$291K Buy
6,182
+605
+11% +$28.4K 0.02% 222
2014
Q3 		$253K Sell
5,577
-2,186
-28% -$101K 0.02% 228
2014
Q2 		$362K Buy
7,763
+1,640
+27% +$74.8K 0.02% 207
2014
Q1 		$291K Buy
6,123
+3
+0% +$140 0.02% 233
2013
Q4 		$287K Sell
6,120
-87
-1% -$4.04K 0.02% 228
2013
Q3 		$271K Buy
6,207
+497
+9% +$21.8K 0.02% 223
2013
Q2 		$249K Buy
+5,710
New +$247K 0.02% 228

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

Choate Investment Advisors's AJG Position: Q2 2026 in Review

Choate Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 3.3% in Q2 2026, selling an estimated $16.1K and leaving 2,254 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #320.

Choate Investment Advisors first reported a position in AJG in Q2 2013 and has held it in 28 quarters since. The position peaked at $808K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Choate Investment Advisors held 2,254 shares of Arthur J. Gallagher & Co worth $517K as of Q2 2026.
  • Choate Investment Advisors sold 76 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16.1K.
  • Arthur J. Gallagher & Co made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #320 holding.
  • Choate Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 28 quarters since.
  • Choate Investment Advisors's Arthur J. Gallagher & Co position peaked at $808K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.