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

CoreCap 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 		$118K Buy
516
+35
+7% +$7.43K ﹤0.01% 1037
2026
Q1 		$104K Sell
481
-10
-2% -$2.31K ﹤0.01% 1020
2025
Q4 		$127K Sell
491
-12
-2% -$3.18K ﹤0.01% 942
2025
Q3 		$156K Sell
503
-34
-6% -$10.3K 0.01% 874
2025
Q2 		$172K Sell
537
-53
-9% -$17.5K 0.01% 789
2025
Q1 		$204K Buy
590
+107
+22% +$33.8K 0.01% 674
2024
Q4 		$137K Buy
483
+84
+21% +$24.4K 0.01% 819
2024
Q3 		$112K Buy
+399
New +$113K 0.01% 862
2024
Q2 		– Sell
-57
Closed -$14.3K – 1632
2024
Q1 		$14.3K Buy
+57
New +$13.7K ﹤0.01% 1621
2022
Q4 		$6.79K Buy
+36
New +$6.73K ﹤0.01% 1660
2022
Q3 		– Sell
-27
Closed -$4K – 581
2022
Q2 		$4K Buy
+27
New +$4.48K ﹤0.01% 1705
2022
Q1 		– Sell
-24
Closed -$4K – 586
2021
Q4 		$4K Buy
+24
New +$3.92K ﹤0.01% 1779

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

CoreCap Advisors's AJG Position: Q2 2026 in Review

CoreCap Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 7.3% in Q2 2026, buying an estimated $7.43K and bringing the position to 516 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1037.

CoreCap Advisors first reported a position in AJG in Q4 2021 and has held it in 12 quarters since. The position peaked at $204K in Q1 2025. 276 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • CoreCap Advisors held 516 shares of Arthur J. Gallagher & Co worth $118K as of Q2 2026.
  • CoreCap Advisors bought 35 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $7.43K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1037 holding.
  • CoreCap Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 12 quarters since.
  • CoreCap Advisors's Arthur J. Gallagher & Co position peaked at $204K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.