Dodge & Cox
AJG icon

Dodge & Cox’s Arthur J. Gallagher & Co AJG Stock Holding History

Dodge & Cox’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 		$2.15B Buy
9,363,634
+2,008,719
+27% +$427M 1.13% 35
2026
Q1 		$1.59B Buy
7,354,915
+6,474,330
+735% +$1.5B 0.88% 44
2025
Q4 		$228M Buy
+880,585
New +$233M 0.12% 95

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
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Dodge & Cox's AJG Position: Q2 2026 in Review

Dodge & Cox increased its Arthur J. Gallagher & Co (AJG) stake by 27% in Q2 2026, buying an estimated $427M and bringing the position to 9,363,634 shares worth $2.15B. The position accounts for 1.13% of the portfolio, ranked #35.

Dodge & Cox first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dodge & Cox held 9,363,634 shares of Arthur J. Gallagher & Co worth $2.15B as of Q2 2026.
  • Dodge & Cox bought 2,008,719 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $427M.
  • Arthur J. Gallagher & Co made up 1.13% of Dodge & Cox's portfolio in Q2 2026, its #35 holding.
  • Dodge & Cox first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Dodge & Cox's 13F filing for Q2 2026, filed 13 Aug 2026.