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

Dana Investment 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 		$590K Buy
2,571
+1,297
+102% +$275K 0.02% 466
2026
Q1 		$276K Sell
1,274
-66
-5% -$15.2K 0.01% 522
2025
Q4 		$347K Sell
1,340
-597
-31% -$158K 0.01% 503
2025
Q3 		$600K Sell
1,937
-1,271
-40% -$383K 0.02% 448
2025
Q2 		$1.03M Sell
3,208
-56
-2% -$18.5K 0.03% 384
2025
Q1 		$1.13M Sell
3,264
-20
-0.6% -$6.32K 0.04% 365
2024
Q4 		$932K Sell
3,284
-961
-23% -$280K 0.03% 395
2024
Q3 		$1.19M Sell
4,245
-153
-3% -$43.1K 0.04% 362
2024
Q2 		$1.14M Buy
4,398
+15
+0.3% +$3.72K 0.04% 357
2024
Q1 		$1.1M Hold
4,383
– – 0.04% 363
2023
Q4 		$986K Buy
4,383
+110
+3% +$26.1K 0.05% 248
2023
Q3 		$974K Hold
4,273
– – 0.05% 235
2023
Q2 		$938K Hold
4,273
– – 0.05% 239
2023
Q1 		$817K Buy
4,273
+5
+0.1% +$949 0.04% 259
2022
Q4 		$805K Buy
4,268
+1,395
+49% +$261K 0.04% 258
2022
Q3 		$492K Hold
2,873
– – 0.03% 301
2022
Q2 		$468K Hold
2,873
– – 0.02% 325
2022
Q1 		$502K Hold
2,873
– – 0.02% 267
2021
Q4 		$487K Hold
2,873
– – 0.02% 261
2021
Q3 		$427K Hold
2,873
– – 0.02% 260
2021
Q2 		$402K Hold
2,873
– – 0.02% 269
2021
Q1 		$358K Hold
2,873
– – 0.02% 279
2020
Q4 		$355K Sell
2,873
-5,627
-66% -$641K 0.02% 257
2020
Q3 		$897K Sell
8,500
-8,969
-51% -$930K 0.05% 202
2020
Q2 		$1.7M Sell
17,469
-413
-2% -$36.6K 0.09% 128
2020
Q1 		$1.46M Buy
+17,882
New +$1.71M 0.09% 126

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

Dana Investment Advisors's AJG Position: Q2 2026 in Review

Dana Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 102% in Q2 2026, buying an estimated $275K and bringing the position to 2,571 shares worth $590K. The position accounts for 0.02% of the portfolio, ranked #466.

Dana Investment Advisors first reported a position in AJG in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.7M in Q2 2020. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dana Investment Advisors held 2,571 shares of Arthur J. Gallagher & Co worth $590K as of Q2 2026.
  • Dana Investment Advisors bought 1,297 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $275K.
  • Arthur J. Gallagher & Co made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #466 holding.
  • Dana Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 26 quarters since.
  • Dana Investment Advisors's Arthur J. Gallagher & Co position peaked at $1.7M in Q2 2020.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.