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Empowered Funds’s Arthur J. Gallagher & Co AJG Stock Holding History

Empowered Funds’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 		$6.97M Buy
30,340
+5,050
+20% +$1.07M 0.04% 551
2026
Q1 		$5.48M Buy
+25,290
New +$5.84M 0.04% 596
2025
Q4 		– Sell
-19,639
Closed -$6.08M – 1022
2025
Q3 		$6.08M Buy
19,639
+110
+0.6% +$33.2K 0.06% 418
2025
Q2 		$6.25M Buy
19,529
+9,035
+86% +$2.98M 0.07% 376
2025
Q1 		$3.62M Buy
10,494
+1,365
+15% +$431K 0.05% 493
2024
Q4 		$2.59M Buy
9,129
+949
+12% +$276K 0.04% 607
2024
Q3 		$2.3M Buy
8,180
+457
+6% +$129K 0.04% 618
2024
Q2 		$2M Buy
7,723
+4,501
+140% +$1.12M 0.03% 612
2024
Q1 		$806K Buy
3,222
+516
+19% +$124K 0.01% 957
2023
Q4 		$609K Buy
2,706
+489
+22% +$116K 0.02% 948
2023
Q3 		$505K Buy
2,217
+480
+28% +$107K 0.01% 918
2023
Q2 		$381K Buy
1,737
+669
+63% +$139K 0.01% 894
2023
Q1 		$204K Buy
+1,068
New +$203K 0.01% 501

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

Empowered Funds's AJG Position: Q2 2026 in Review

Empowered Funds increased its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, buying an estimated $1.07M and bringing the position to 30,340 shares worth $6.97M. The position accounts for 0.04% of the portfolio, ranked #551.

Empowered Funds first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Empowered Funds held 30,340 shares of Arthur J. Gallagher & Co worth $6.97M as of Q2 2026.
  • Empowered Funds bought 5,050 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.07M.
  • Arthur J. Gallagher & Co made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #551 holding.
  • Empowered Funds first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.