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Directional Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Directional Asset Management’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 		$1.17M Sell
5,100
-586
-10% -$124K 0.99% 29
2026
Q1 		$1.23M Buy
5,686
+775
+16% +$179K 1.13% 26
2025
Q4 		$1.27M Buy
+4,911
New +$1.3M 1.11% 27

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

Directional Asset Management's AJG Position: Q2 2026 in Review

Directional Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 10% in Q2 2026, selling an estimated $124K and leaving 5,100 shares worth $1.17M. The position accounts for 0.99% of the portfolio, ranked #29.

Directional Asset Management first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.27M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Directional Asset Management held 5,100 shares of Arthur J. Gallagher & Co worth $1.17M as of Q2 2026.
  • Directional Asset Management sold 586 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $124K.
  • Arthur J. Gallagher & Co made up 0.99% of Directional Asset Management's portfolio in Q2 2026, its #29 holding.
  • Directional Asset Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Directional Asset Management's Arthur J. Gallagher & Co position peaked at $1.27M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Directional Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.