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

Coastal Bridge 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	$706K	Sell	3,077 -1,321	-30%	-$280K	0.04%	272
2026 Q1	$953K	Sell	4,398 -1,120	-20%	-$259K	0.07%	224
2025 Q4	$1.43M	Buy	5,518 +942	+21%	+$249K	0.11%	184
2025 Q3	$1.42M	Sell	4,576 -26	-0.6%	-$7.84K	0.11%	180
2025 Q2	$1.47M	Buy	4,602 +60	+1%	+$19.8K	0.12%	171
2025 Q1	$1.57M	Buy	+4,542	New	+$1.43M	0.14%	148

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's AJG Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $280K and leaving 3,077 shares worth $706K. The position accounts for 0.04% of the portfolio, ranked #272.

Coastal Bridge Advisors first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.57M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Coastal Bridge Advisors held 3,077 shares of Arthur J. Gallagher & Co worth $706K as of Q2 2026.
Coastal Bridge Advisors sold 1,321 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $280K.
Arthur J. Gallagher & Co made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #272 holding.
Coastal Bridge Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Arthur J. Gallagher & Co position peaked at $1.57M in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.