Donor Advised Charitable Giving’s Arthur J. Gallagher & Co AJG Stock Holding History

Donor Advised Charitable Giving’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	$5.21M	Sell	22,700 -1,590	-7%	-$338K	0.12%	4
2026 Q1	$5.26M	Hold	24,290	–	–	0.13%	4
2025 Q4	$6.29M	Sell	24,290 -3,565	-13%	-$944K	0.14%	3
2025 Q3	$8.63M	Hold	27,855	–	–	0.17%	3
2025 Q2	$8.92M	Buy	27,855 +11,825	+74%	+$3.9M	0.18%	2
2025 Q1	$5.53M	Hold	16,030	–	–	0.16%	4
2024 Q4	$4.55M	Sell	16,030 -3,450	-18%	-$1M	0.1%	4
2024 Q3	$5.48M	Sell	19,480 -7,040	-27%	-$1.99M	0.13%	3
2024 Q2	$6.88M	Buy	26,520 +7,780	+42%	+$1.93M	0.16%	3
2024 Q1	$4.69M	Hold	18,740	–	–	0.15%	5
2023 Q4	$4.21M	Sell	18,740 -11,000	-37%	-$2.61M	0.23%	6
2023 Q3	$6.78M	Hold	29,740	–	–	0.42%	3
2023 Q2	$6.53M	Hold	29,740	–	–	0.42%	3
2023 Q1	$5.69M	Buy	29,740 +16,390	+123%	+$3.11M	0.52%	6
2022 Q4	$2.52M	Buy	+13,350	New	+$2.5M	0.42%	7

Other funds holding AJG

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Donor Advised Charitable Giving's AJG Position: Q2 2026 in Review

Donor Advised Charitable Giving reduced its Arthur J. Gallagher & Co (AJG) stake by 6.5% in Q2 2026, selling an estimated $338K and leaving 22,700 shares worth $5.21M. The position accounts for 0.12% of the portfolio, ranked #4.

Donor Advised Charitable Giving first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.92M in Q2 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Donor Advised Charitable Giving held 22,700 shares of Arthur J. Gallagher & Co worth $5.21M as of Q2 2026.
Donor Advised Charitable Giving sold 1,590 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $338K.
Arthur J. Gallagher & Co made up 0.12% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #4 holding.
Donor Advised Charitable Giving first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
Donor Advised Charitable Giving's Arthur J. Gallagher & Co position peaked at $8.92M in Q2 2025.
720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.