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Disciplined Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Disciplined Investments’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 		$1.01M Sell
4,419
-847
-16% -$180K 0.33% 60
2026
Q1 		$1.14M Hold
5,266
– – 0.41% 52
2025
Q4 		$1.36M Sell
5,266
-811
-13% -$215K 0.52% 48
2025
Q3 		$1.88M Buy
6,077
+180
+3% +$54.3K 0.75% 40
2025
Q2 		$1.87M Sell
5,897
-1
-0% -$330 0.79% 38
2025
Q1 		$2.01M Buy
5,898
+46
+0.8% +$14.5K 0.92% 36
2024
Q4 		$1.66M Buy
5,852
+3
+0.1% +$873 0.82% 41
2024
Q3 		$1.64M Buy
5,849
+38
+0.7% +$10.7K 0.81% 40
2024
Q2 		$1.51M Buy
+5,811
New +$1.44M 0.8% 39
2024
Q1 		– Sell
-5,471
Closed -$1.23M – 118
2023
Q4 		$1.23M Sell
5,471
-1
-0% -$237 0.72% 42
2023
Q3 		$1.25M Sell
5,472
-32
-0.6% -$7.16K 0.76% 45
2023
Q2 		$1.21M Buy
5,504
+87
+2% +$18.1K 0.65% 45
2023
Q1 		$1.04M Buy
5,417
+5,399
+29,994% +$1.02M 0.44% 64
2022
Q4 		$3.39K Sell
18
-5,324
-100% -$996K ﹤0.01% 464
2022
Q3 		$915K Sell
5,342
-287
-5% -$50.9K 0.42% 62
2022
Q2 		$918K Buy
5,629
+94
+2% +$15.6K 0.41% 61
2022
Q1 		$966K Buy
5,535
+83
+2% +$13.2K 0.4% 63
2021
Q4 		$925K Sell
5,452
-1,000
-15% -$163K 0.41% 57
2021
Q3 		$959K Buy
6,452
+82
+1% +$11.7K 0.47% 53
2021
Q2 		$892K Sell
6,370
-718
-10% -$101K 0.46% 55
2021
Q1 		$884K Buy
+7,088
New +$855K 0.52% 51

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

Disciplined Investments's AJG Position: Q2 2026 in Review

Disciplined Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2026, selling an estimated $180K and leaving 4,419 shares worth $1.01M. The position accounts for 0.33% of the portfolio, ranked #60.

Disciplined Investments first reported a position in AJG in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.01M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Disciplined Investments held 4,419 shares of Arthur J. Gallagher & Co worth $1.01M as of Q2 2026.
  • Disciplined Investments sold 847 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $180K.
  • Arthur J. Gallagher & Co made up 0.33% of Disciplined Investments's portfolio in Q2 2026, its #60 holding.
  • Disciplined Investments first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 21 quarters since.
  • Disciplined Investments's Arthur J. Gallagher & Co position peaked at $2.01M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.