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

Crewe 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 		$12.8K Buy
56
+23
+70% +$4.88K ﹤0.01% 699
2026
Q1 		$7.09K Hold
33
– – ﹤0.01% 708
2025
Q4 		$8.44K Hold
33
– – ﹤0.01% 650
2025
Q3 		$10.1K Sell
33
-6
-15% -$1.81K ﹤0.01% 629
2025
Q2 		$12.6K Sell
39
-8
-17% -$2.64K ﹤0.01% 429
2025
Q1 		$16.4K Buy
47
+15
+47% +$4.74K ﹤0.01% 369
2024
Q4 		$9.18K Sell
32
-2
-6% -$582 ﹤0.01% 436
2024
Q3 		$9.64K Buy
34
+2
+6% +$564 ﹤0.01% 500
2024
Q2 		$8.35K Sell
32
-48
-60% -$11.9K ﹤0.01% 724
2024
Q1 		$20K Buy
+80
New +$19.2K ﹤0.01% 494
2023
Q2 		– Sell
-217
Closed -$41.5K – 874
2023
Q1 		$41.5K Sell
217
-31
-13% -$5.88K 0.01% 330
2022
Q4 		$46.8K Buy
248
+94
+61% +$17.6K 0.01% 310
2022
Q3 		$26K Buy
154
+29
+23% +$5.15K ﹤0.01% 414
2022
Q2 		$20K Buy
+125
New +$20.7K ﹤0.01% 413

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

Crewe Advisors's AJG Position: Q2 2026 in Review

Crewe Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 70% in Q2 2026, buying an estimated $4.88K and bringing the position to 56 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Crewe Advisors first reported a position in AJG in Q2 2022 and has held it in 14 quarters since. The position peaked at $46.8K in Q4 2022. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Crewe Advisors held 56 shares of Arthur J. Gallagher & Co worth $12.8K as of Q2 2026.
  • Crewe Advisors bought 23 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.88K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #699 holding.
  • Crewe Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 14 quarters since.
  • Crewe Advisors's Arthur J. Gallagher & Co position peaked at $46.8K in Q4 2022.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.