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

Concurrent Investment 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 		$5.57M Buy
24,267
+13,666
+129% +$2.9M 0.05% 407
2026
Q1 		$2.3M Buy
10,601
+7
+0.1% +$1.62K 0.03% 565
2025
Q4 		$2.74M Buy
10,594
+2,511
+31% +$665K 0.03% 474
2025
Q3 		$2.5M Buy
8,083
+300
+4% +$90.4K 0.04% 403
2025
Q2 		$2.49M Buy
7,783
+154
+2% +$50.8K 0.05% 377
2025
Q1 		$2.63M Sell
7,629
-350
-4% -$111K 0.06% 315
2024
Q4 		$2.26M Buy
7,979
+355
+5% +$103K 0.06% 295
2024
Q3 		$2.15M Sell
7,624
-122
-2% -$34.4K 0.06% 297
2024
Q2 		$2.01M Buy
7,746
+963
+14% +$239K 0.07% 277
2024
Q1 		$1.7M Buy
6,783
+1,035
+18% +$249K 0.07% 270
2023
Q4 		$1.29M Buy
+5,748
New +$1.36M 0.06% 291

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

Concurrent Investment Advisors's AJG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 129% in Q2 2026, buying an estimated $2.9M and bringing the position to 24,267 shares worth $5.57M. The position accounts for 0.05% of the portfolio, ranked #407.

Concurrent Investment Advisors first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Concurrent Investment Advisors held 24,267 shares of Arthur J. Gallagher & Co worth $5.57M as of Q2 2026.
  • Concurrent Investment Advisors bought 13,666 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.9M.
  • Arthur J. Gallagher & Co made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #407 holding.
  • Concurrent Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.