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

Clearstead 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 		$3.52M Sell
15,319
-187
-1% -$39.7K 0.03% 297
2026
Q1 		$3.36M Sell
15,506
-1,107
-7% -$256K 0.03% 285
2025
Q4 		$4.3M Buy
16,613
+5,003
+43% +$1.32M 0.05% 219
2025
Q3 		$3.6M Buy
11,610
+215
+2% +$64.8K 0.05% 232
2025
Q2 		$3.65M Buy
11,395
+107
+0.9% +$35.3K 0.05% 228
2025
Q1 		$3.9M Sell
11,288
-942
-8% -$298K 0.06% 209
2024
Q4 		$3.47M Buy
12,230
+551
+5% +$160K 0.05% 221
2024
Q3 		$3.29M Buy
11,679
+20
+0.2% +$5.64K 0.05% 233
2024
Q2 		$3.02M Buy
11,659
+9,010
+340% +$2.24M 0.05% 225
2024
Q1 		$661K Sell
2,649
-22
-0.8% -$5.29K 0.03% 276
2023
Q4 		$601K Sell
2,671
-2,479
-48% -$587K 0.03% 289
2023
Q3 		$1.17M Buy
5,150
+3,850
+296% +$862K 0.03% 281
2023
Q2 		$285K Buy
1,300
+900
+225% +$187K 0.02% 380
2023
Q1 		$76.5K Buy
400
+151
+61% +$28.6K 0.01% 562
2022
Q4 		$46.9K Hold
249
– – ﹤0.01% 633
2022
Q3 		$43K Buy
249
+24
+11% +$4.26K ﹤0.01% 634
2022
Q2 		$37K Hold
225
– – ﹤0.01% 679
2022
Q1 		$39K Sell
225
-775
-78% -$124K ﹤0.01% 724
2021
Q4 		$170K Buy
1,000
+976
+4,067% +$159K 0.01% 424
2021
Q3 		$4K Hold
24
– – ﹤0.01% 1040
2021
Q2 		$3K Buy
+24
New +$3.39K ﹤0.01% 946

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

Clearstead Advisors's AJG Position: Q2 2026 in Review

Clearstead Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 1.2% in Q2 2026, selling an estimated $39.7K and leaving 15,319 shares worth $3.52M. The position accounts for 0.03% of the portfolio, ranked #297.

Clearstead Advisors first reported a position in AJG in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.3M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Clearstead Advisors held 15,319 shares of Arthur J. Gallagher & Co worth $3.52M as of Q2 2026.
  • Clearstead Advisors sold 187 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $39.7K.
  • Arthur J. Gallagher & Co made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #297 holding.
  • Clearstead Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 21 quarters since.
  • Clearstead Advisors's Arthur J. Gallagher & Co position peaked at $4.3M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.