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

Congress 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 		$226K Sell
984
-1,190
-55% -$253K ﹤0.01% 366
2026
Q1 		$471K Sell
2,174
-4,211
-66% -$973K ﹤0.01% 383
2025
Q4 		$1.65M Sell
6,385
-392,825
-98% -$104M 0.01% 289
2025
Q3 		$124M Sell
399,210
-2,502
-0.6% -$754K 0.82% 35
2025
Q2 		$129M Sell
401,712
-55,865
-12% -$18.4M 0.88% 31
2025
Q1 		$158M Buy
457,577
+1,075
+0.2% +$340K 1.18% 14
2024
Q4 		$130M Buy
456,502
+5,371
+1% +$1.56M 0.88% 35
2024
Q3 		$127M Buy
451,131
+6,632
+1% +$1.87M 0.87% 41
2024
Q2 		$115M Buy
444,499
+124,326
+39% +$30.8M 0.83% 50
2024
Q1 		$80.1M Buy
320,173
+15,048
+5% +$3.62M 0.57% 79
2023
Q4 		$68.6M Buy
305,125
+6,254
+2% +$1.48M 0.54% 77
2023
Q3 		$68.1M Buy
298,871
+295,146
+7,923% +$66.1M 0.6% 76
2023
Q2 		$818K Buy
3,725
+8
+0.2% +$1.67K 0.01% 315
2023
Q1 		$711K Buy
3,717
+419
+13% +$79.5K 0.01% 316
2022
Q4 		$622K Buy
+3,298
New +$617K 0.01% 328

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Congress Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 55% in Q2 2026, selling an estimated $253K and leaving 984 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #366.

Congress Asset Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $158M in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Congress Asset Management held 984 shares of Arthur J. Gallagher & Co worth $226K as of Q2 2026.
  • Congress Asset Management sold 1,190 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $253K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Congress Asset Management's portfolio in Q2 2026, its #366 holding.
  • Congress Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Congress Asset Management's Arthur J. Gallagher & Co position peaked at $158M in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.