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Eaton Financial Holdings’s Arthur J. Gallagher & Co AJG Stock Holding History

Eaton Financial Holdings’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 		$309K Sell
1,345
-114
-8% -$24.2K 0.08% 108
2026
Q1 		$316K Buy
+1,459
New +$337K 0.1% 108

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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 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

Eaton Financial Holdings's AJG Position: Q2 2026 in Review

Eaton Financial Holdings reduced its Arthur J. Gallagher & Co (AJG) stake by 7.8% in Q2 2026, selling an estimated $24.2K and leaving 1,345 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #108.

Eaton Financial Holdings first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. The position peaked at $316K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Eaton Financial Holdings held 1,345 shares of Arthur J. Gallagher & Co worth $309K as of Q2 2026.
  • Eaton Financial Holdings sold 114 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $24.2K.
  • Arthur J. Gallagher & Co made up 0.08% of Eaton Financial Holdings's portfolio in Q2 2026, its #108 holding.
  • Eaton Financial Holdings first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • Eaton Financial Holdings's Arthur J. Gallagher & Co position peaked at $316K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.