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AJG icon

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

Covestor’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 		$37K Sell
159
-62
-28% -$13.2K 0.02% 932
2026
Q1 		$48K Sell
221
-16
-7% -$3.7K 0.03% 732
2025
Q4 		$62K Buy
237
+7
+3% +$1.85K 0.03% 824
2025
Q3 		$71K Sell
230
-80
-26% -$24.1K 0.04% 738
2025
Q2 		$99K Buy
310
+186
+150% +$61.3K 0.06% 561
2025
Q1 		$43K Buy
124
+6
+5% +$1.9K 0.03% 896
2024
Q4 		$34K Buy
118
+22
+23% +$6.4K 0.02% 991
2024
Q3 		$27K Buy
96
+1
+1% +$282 0.02% 1095
2024
Q2 		$25K Sell
95
-101
-52% -$25.1K 0.02% 1112
2024
Q1 		$49K Sell
196
-11
-5% -$2.64K 0.03% 886
2023
Q4 		$47K Buy
207
+4
+2% +$947 0.03% 878
2023
Q3 		$46K Buy
203
+107
+111% +$23.9K 0.03% 804
2023
Q2 		$21K Sell
96
-1
-1% -$208 0.02% 1109
2023
Q1 		$19K Sell
97
-962
-91% -$183K 0.02% 1008
2022
Q4 		$200K Buy
1,059
+933
+740% +$175K 0.16% 114
2022
Q3 		$21K Sell
126
-1,362
-92% -$242K 0.02% 975
2022
Q2 		$242K Buy
1,488
+989
+198% +$164K 0.19% 80
2022
Q1 		$87K Buy
499
+191
+62% +$30.5K 0.06% 594
2021
Q4 		$52K Buy
+308
New +$50.3K 0.07% 507

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Covestor's AJG Position: Q2 2026 in Review

Covestor reduced its Arthur J. Gallagher & Co (AJG) stake by 28% in Q2 2026, selling an estimated $13.2K and leaving 159 shares worth $37K. The position accounts for 0.02% of the portfolio, ranked #932.

Covestor first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $242K in Q2 2022. 850 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Covestor held 159 shares of Arthur J. Gallagher & Co worth $37K as of Q2 2026.
  • Covestor sold 62 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $13.2K.
  • Arthur J. Gallagher & Co made up 0.02% of Covestor's portfolio in Q2 2026, its #932 holding.
  • Covestor first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Arthur J. Gallagher & Co position peaked at $242K in Q2 2022.
  • 850 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.