Englebert Financial Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$874K Buy
3,809
+424
+13% +$90K 0.86% 24
2026
Q1
$733K Buy
3,385
+21
+0.6% +$4.85K 0.83% 25
2025
Q4
$871K Buy
+3,364
New +$891K 1% 21

Other funds holding AJG

Englebert Financial Advisers's AJG Position: Q2 2026 in Review

Englebert Financial Advisers increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, buying an estimated $90K and bringing the position to 3,809 shares worth $874K. The position accounts for 0.86% of the portfolio, ranked #24.

Englebert Financial Advisers first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Englebert Financial Advisers held 3,809 shares of Arthur J. Gallagher & Co worth $874K as of Q2 2026.
  • Englebert Financial Advisers bought 424 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $90K.
  • Arthur J. Gallagher & Co made up 0.86% of Englebert Financial Advisers's portfolio in Q2 2026, its #24 holding.
  • Englebert Financial Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Englebert Financial Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.