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Clio Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Clio Asset Management’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 		$2.81M Buy
+12,241
New +$2.6M 2.23% 15

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Clio Asset Management's AJG Position: Q2 2026 in Review

Clio Asset Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 12,241 shares worth $2.81M. The stake represents 2.23% of the portfolio and ranks #15 among its holdings.

512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Clio Asset Management held 12,241 shares of Arthur J. Gallagher & Co worth $2.81M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Clio Asset Management position in Q2 2026.
  • Arthur J. Gallagher & Co made up 2.23% of Clio Asset Management's portfolio in Q2 2026, its #15 holding.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Clio Asset Management's 13F filing for Q2 2026, filed 23 Jul 2026.