Clean Yield Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Clean Yield 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	$413K	Buy	1,800 +1,349	+299%	+$286K	0.1%	110
2026 Q1	$97.7K	Hold	451	–	–	0.03%	182
2025 Q4	$117K	Hold	451	–	–	0.03%	166
2025 Q3	$140K	Sell	451 -3	-0.7%	-$904	0.04%	149
2025 Q2	$145K	Hold	454	–	–	0.04%	145
2025 Q1	$157K	Hold	454	–	–	0.05%	144
2024 Q4	$129K	Hold	454	–	–	0.04%	157
2024 Q3	$128K	Buy	454 +3	+0.7%	+$846	0.04%	161
2024 Q2	$117K	Hold	451	–	–	0.04%	158
2024 Q1	$113K	Hold	451	–	–	0.04%	166
2023 Q4	$101K	Hold	451	–	–	0.04%	170
2023 Q3	$106K	Hold	451	–	–	0.05%	166
2023 Q2	$99K	Hold	451	–	–	0.04%	175
2023 Q1	$86.3K	Hold	451	–	–	0.04%	191
2022 Q4	$85K	Buy	451 +332	+279%	+$62.1K	0.04%	191
2022 Q3	$20K	Hold	119	–	–	0.01%	284
2022 Q2	$19K	Hold	119	–	–	0.01%	295
2022 Q1	$21K	Hold	119	–	–	0.01%	308
2021 Q4	$20K	Buy	+119	New	+$19.4K	0.01%	323
2020 Q2	–	Sell	-113	Closed	-$9K	–	338
2020 Q1	$9K	Hold	113	–	–	﹤0.01%	312
2019 Q4	$11K	Sell	113 -115	-50%	-$10.5K	﹤0.01%	302
2019 Q3	$20K	Hold	228	–	–	0.01%	262
2019 Q2	$20K	Buy	+228	New	+$19K	0.01%	260

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clean Yield Group's AJG Position: Q2 2026 in Review

Clean Yield Group increased its Arthur J. Gallagher & Co (AJG) stake by 299% in Q2 2026, buying an estimated $286K and bringing the position to 1,800 shares worth $413K. The position accounts for 0.1% of the portfolio, ranked #110.

Clean Yield Group first reported a position in AJG in Q2 2019 and has held it in 23 quarters since. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Clean Yield Group held 1,800 shares of Arthur J. Gallagher & Co worth $413K as of Q2 2026.
Clean Yield Group bought 1,349 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $286K.
Arthur J. Gallagher & Co made up 0.1% of Clean Yield Group's portfolio in Q2 2026, its #110 holding.
Clean Yield Group first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 23 quarters since.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.