CX Institutional
AJG icon

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

CX Institutional’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
Q3 		$612K Buy
2,681
+30
+1% +$7.52K 0.02% 427
2026
Q2 		$609K Buy
2,651
+936
+55% +$199K 0.02% 420
2026
Q1 		$371K Sell
1,715
-283
-14% -$65.4K 0.01% 533
2025
Q4 		$517K Buy
1,998
+216
+12% +$57.2K 0.02% 414
2025
Q3 		$552K Buy
1,782
+36
+2% +$10.9K 0.02% 413
2025
Q2 		$559K Sell
1,746
-23
-1% -$7.58K 0.02% 349
2025
Q1 		$611K Buy
1,769
+154
+10% +$48.6K 0.02% 334
2024
Q4 		$458K Sell
1,615
-481
-23% -$140K 0.02% 357
2024
Q3 		$590K Buy
2,096
+23
+1% +$6.49K 0.03% 346
2024
Q2 		$538K Sell
2,073
-14
-0.7% -$3.47K 0.03% 358
2024
Q1 		$522K Buy
2,087
+30
+1% +$7.21K 0.03% 362
2023
Q4 		$463K Sell
2,057
-16
-0.8% -$3.79K 0.02% 336
2023
Q3 		$473K Sell
2,073
-25
-1% -$5.6K 0.03% 336
2023
Q2 		$461K Buy
2,098
+15
+0.7% +$3.12K 0.02% 353
2023
Q1 		$402K Buy
2,083
+158
+8% +$30K 0.02% 367
2022
Q4 		$363K Buy
1,925
+352
+22% +$65.8K 0.02% 407
2022
Q3 		$269K Buy
1,573
+255
+19% +$45.3K 0.02% 401
2022
Q2 		$215K Sell
1,318
-54
-4% -$8.96K 0.02% 426
2022
Q1 		$240K Buy
1,372
+81
+6% +$12.9K 0.02% 339
2021
Q4 		$219K Sell
1,291
-1
-0.1% -$163 0.02% 318
2021
Q3 		$192K Sell
1,292
-211
-14% -$30.2K 0.02% 357
2021
Q2 		$211K Sell
1,503
-82
-5% -$11.6K 0.02% 332
2021
Q1 		$198K Sell
1,585
-21,173
-93% -$2.56M 0.02% 307
2020
Q4 		$2.82M Sell
22,758
-4,656
-17% -$530K 0.27% 108
2020
Q3 		$2.89M Buy
27,414
+6,702
+32% +$695K 0.31% 89
2020
Q2 		$2.02M Buy
20,712
+5,648
+37% +$500K 0.27% 98
2020
Q1 		$1.23M Buy
15,064
+15,012
+28,869% +$1.44M 0.2% 125
2019
Q4 		$5K Hold
52
– – ﹤0.01% 534
2019
Q3 		$5K Buy
52
+3
+6% +$270 ﹤0.01% 565
2019
Q2 		$4K Buy
49
+8
+20% +$668 ﹤0.01% 635
2019
Q1 		$3K Buy
+41
New +$3.16K ﹤0.01% 611

Other funds holding AJG

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

CX Institutional's AJG Position: Q3 2026 in Review

CX Institutional increased its Arthur J. Gallagher & Co (AJG) stake by 1.1% in Q3 2026, buying an estimated $7.52K and bringing the position to 2,681 shares worth $612K. The position accounts for 0.02% of the portfolio, ranked #427.

CX Institutional first reported a position in AJG in Q1 2019 and has held it in 31 quarters since. The position peaked at $2.89M in Q3 2020. 321 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • CX Institutional held 2,681 shares of Arthur J. Gallagher & Co worth $612K as of Q3 2026.
  • CX Institutional bought 30 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $7.52K.
  • Arthur J. Gallagher & Co made up 0.02% of CX Institutional's portfolio in Q3 2026, its #427 holding.
  • CX Institutional first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 31 quarters since.
  • CX Institutional's Arthur J. Gallagher & Co position peaked at $2.89M in Q3 2020.
  • 321 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.