Empirical Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Empirical Wealth 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 Q2	$225K	Sell	981 -3	-0.3%	-$637	﹤0.01%	981
2026 Q1	$213K	Buy	+984	New	+$227K	﹤0.01%	921
2025 Q4	–	Sell	-708	Closed	-$219K	–	898
2025 Q3	$219K	Buy	708 +31	+5%	+$9.35K	﹤0.01%	728
2025 Q2	$217K	Sell	677 -314	-32%	-$104K	﹤0.01%	624
2025 Q1	$342K	Buy	+991	New	+$313K	0.01%	484
2024 Q2	–	Sell	-920	Closed	-$230K	–	563
2024 Q1	$230K	Buy	920 +23	+3%	+$5.53K	0.01%	484
2023 Q4	$202K	Buy	+897	New	+$212K	0.01%	474
2023 Q2	–	Sell	-1,499	Closed	-$287K	–	462
2023 Q1	$287K	Buy	1,499 +160	+12%	+$30.4K	0.01%	396
2022 Q4	$252K	Buy	+1,339	New	+$250K	0.01%	404
2022 Q2	–	Sell	-1,293	Closed	-$226K	–	465
2022 Q1	$226K	Sell	1,293 -3	-0.2%	-$478	0.01%	449
2021 Q4	$220K	Buy	+1,296	New	+$212K	0.01%	482

Other funds holding AJG

GAM

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

FAM

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Empirical Wealth Management's AJG Position: Q2 2026 in Review

Empirical Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.3% in Q2 2026, selling an estimated $637 and leaving 981 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Empirical Wealth Management first reported a position in AJG in Q4 2021 and has held it in 11 quarters since. The position peaked at $342K in Q1 2025. 447 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Empirical Wealth Management held 981 shares of Arthur J. Gallagher & Co worth $225K as of Q2 2026.
Empirical Wealth Management sold 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
Arthur J. Gallagher & Co made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #981 holding.
Empirical Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 11 quarters since.
Empirical Wealth Management's Arthur J. Gallagher & Co position peaked at $342K in Q1 2025.
447 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.