E Fund Management
AJG icon

E Fund Management’s Arthur J. Gallagher & Co AJG Stock Holding History

E Fund Management’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 		$222K Sell
972
-155
-14% -$38.9K ﹤0.01% 411
2026
Q2 		$259K Buy
1,127
+135
+14% +$28.7K 0.01% 414
2026
Q1 		$215K Buy
+992
New +$229K 0.01% 441
2025
Q2 		$209K Sell
654
-149
-19% -$49.1K 0.01% 353
2025
Q1 		$277K Buy
+803
New +$254K 0.01% 325

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

E Fund Management's AJG Position: Q3 2026 in Review

E Fund Management reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q3 2026, selling an estimated $38.9K and leaving 972 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #411.

E Fund Management first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. The position peaked at $277K in Q1 2025. 1,018 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • E Fund Management held 972 shares of Arthur J. Gallagher & Co worth $222K as of Q3 2026.
  • E Fund Management sold 155 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $38.9K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of E Fund Management's portfolio in Q3 2026, its #411 holding.
  • E Fund Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • E Fund Management's Arthur J. Gallagher & Co position peaked at $277K in Q1 2025.
  • 1,018 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on E Fund Management's 13F filing for Q3 2026, filed 13 Nov 2026.