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Dynamic Advisor Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Dynamic Advisor Solutions’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 		$407K Buy
1,772
+66
+4% +$14K 0.01% 741
2026
Q1 		$370K Sell
1,706
-39
-2% -$9.01K 0.01% 737
2025
Q4 		$451K Sell
1,745
-55
-3% -$14.6K 0.01% 654
2025
Q3 		$557K Buy
1,800
+72
+4% +$21.7K 0.02% 594
2025
Q2 		$553K Buy
1,728
+114
+7% +$37.6K 0.02% 582
2025
Q1 		$557K Buy
1,614
+47
+3% +$14.8K 0.02% 555
2024
Q4 		$445K Sell
1,567
-84
-5% -$24.4K 0.02% 449
2024
Q3 		$465K Buy
1,651
+11
+0.7% +$3.1K 0.01% 632
2024
Q2 		$425K Sell
1,640
-384
-19% -$95.3K 0.01% 663
2024
Q1 		$506K Buy
2,024
+311
+18% +$74.8K 0.02% 604
2023
Q4 		$386K Buy
1,713
+296
+21% +$70.1K 0.01% 644
2023
Q3 		$323K Buy
1,417
+78
+6% +$17.5K 0.02% 637
2023
Q2 		$294K Buy
1,339
+27
+2% +$5.62K 0.02% 634
2023
Q1 		$251K Buy
+1,312
New +$249K 0.01% 640
2018
Q2 		– Sell
-7,797
Closed -$536K – 412
2018
Q1 		$536K Sell
7,797
-42
-0.5% -$2.83K 0.14% 178
2017
Q4 		$496K Hold
7,839
– – 0.16% 153
2017
Q3 		$482K Buy
7,839
+1
+0% +$59 0.19% 144
2017
Q2 		$449K Hold
7,838
– – 0.17% 146
2017
Q1 		$443K Sell
7,838
-65
-0.8% -$3.58K 0.17% 140
2016
Q4 		$411K Buy
7,903
+1
+0% +$50 0.16% 154
2016
Q3 		$402K Buy
+7,902
New +$390K 0.15% 165

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Dynamic Advisor Solutions's AJG Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Arthur J. Gallagher & Co (AJG) stake by 3.9% in Q2 2026, buying an estimated $14K and bringing the position to 1,772 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #741.

Dynamic Advisor Solutions first reported a position in AJG in Q3 2016 and has held it in 21 quarters since. The position peaked at $557K in Q3 2025. 206 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dynamic Advisor Solutions held 1,772 shares of Arthur J. Gallagher & Co worth $407K as of Q2 2026.
  • Dynamic Advisor Solutions bought 66 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $14K.
  • Arthur J. Gallagher & Co made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #741 holding.
  • Dynamic Advisor Solutions first reported a position in Arthur J. Gallagher & Co in Q3 2016 and has held it in 21 quarters since.
  • Dynamic Advisor Solutions's Arthur J. Gallagher & Co position peaked at $557K in Q3 2025.
  • 206 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.