DMKC Advisory Services
AJG icon

DMKC Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

DMKC Advisory Services’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 		$2.26M Buy
+9,922
New +$2.49M 0.56% 54
2025
Q3 		– Sell
-10,307
Closed -$3.24M – 77
2025
Q2 		$3.24M Buy
+10,307
New +$3.4M 1.69% 21

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

DMKC Advisory Services's AJG Position: Q3 2026 in Review

DMKC Advisory Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 9,922 shares worth $2.26M. The stake represents 0.56% of the portfolio and ranks #54 among its holdings. This is a return to the name: DMKC Advisory Services previously reported a position in AJG as recently as Q2 2025.

DMKC Advisory Services first reported a position in AJG in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.24M in Q2 2025. 997 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • DMKC Advisory Services held 9,922 shares of Arthur J. Gallagher & Co worth $2.26M as of Q3 2026.
  • Arthur J. Gallagher & Co was a new DMKC Advisory Services position in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.56% of DMKC Advisory Services's portfolio in Q3 2026, its #54 holding.
  • DMKC Advisory Services first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 2 quarters since.
  • DMKC Advisory Services's Arthur J. Gallagher & Co position peaked at $3.24M in Q2 2025.
  • 997 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on DMKC Advisory Services's 13F filing for Q3 2026, filed 4 Nov 2026.