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 Q3	$411K	Hold	1,800	–	–	0.1%	107
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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Clean Yield Group's AJG Position: Q3 2026 in Review

Clean Yield Group held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 1,800 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #107.

Clean Yield Group first reported a position in AJG in Q2 2019 and has held it in 24 quarters since. The position peaked at $413K in Q2 2026. 479 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Clean Yield Group held 1,800 shares of Arthur J. Gallagher & Co worth $411K as of Q3 2026.
Clean Yield Group left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
Arthur J. Gallagher & Co made up 0.1% of Clean Yield Group's portfolio in Q3 2026, its #107 holding.
Clean Yield Group first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 24 quarters since.
Clean Yield Group's Arthur J. Gallagher & Co position peaked at $413K in Q2 2026.
479 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.