Disciplina Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Disciplina Capital 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	$29.8K	Sell	130 -13	-9%	-$2.76K	﹤0.01%	56
2026 Q1	$31.1K	Hold	143	–	–	﹤0.01%	59
2025 Q4	$37K	Sell	143 -12	-8%	-$3.18K	﹤0.01%	58
2025 Q3	$47.9K	Buy	155 +1	+0.6%	+$301	0.01%	50
2025 Q2	$49.4K	Hold	154	–	–	0.01%	49
2025 Q1	$53.2K	Buy	154 +53	+52%	+$16.7K	0.01%	43
2024 Q4	$28.7K	Hold	101	–	–	﹤0.01%	52
2024 Q3	$28.4K	Sell	101 -46	-31%	-$13K	﹤0.01%	49
2024 Q2	$38.1K	Hold	147	–	–	0.01%	51
2024 Q1	$36.8K	Hold	147	–	–	0.01%	51
2023 Q4	$33.1K	Hold	147	–	–	0.01%	53
2023 Q3	$33.5K	Hold	147	–	–	0.01%	53
2023 Q2	$32.3K	Buy	+147	New	+$30.6K	0.01%	54

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Disciplina Capital Management's AJG Position: Q2 2026 in Review

Disciplina Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 9.1% in Q2 2026, selling an estimated $2.76K and leaving 130 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #56.

Disciplina Capital Management first reported a position in AJG in Q2 2023 and has held it in 13 quarters since. The position peaked at $53.2K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Disciplina Capital Management held 130 shares of Arthur J. Gallagher & Co worth $29.8K as of Q2 2026.
Disciplina Capital Management sold 13 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.76K.
Arthur J. Gallagher & Co made up ﹤0.01% of Disciplina Capital Management's portfolio in Q2 2026, its #56 holding.
Disciplina Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 13 quarters since.
Disciplina Capital Management's Arthur J. Gallagher & Co position peaked at $53.2K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Disciplina Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.