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Essential Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Essential Partners’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 		$6.89K Buy
30
+6
+25% +$1.27K ﹤0.01% 1387
2026
Q1 		$5.2K Buy
24
+22
+1,100% +$5.08K ﹤0.01% 1554
2025
Q4 		$520 Hold
2
– – ﹤0.01% 2223
2025
Q3 		$623 Buy
+2
New +$603 ﹤0.01% 2156

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 $3.38T AUM 44.17% 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

Essential Partners's AJG Position: Q2 2026 in Review

Essential Partners increased its Arthur J. Gallagher & Co (AJG) stake by 25% in Q2 2026, buying an estimated $1.27K and bringing the position to 30 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1387.

Essential Partners first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Essential Partners held 30 shares of Arthur J. Gallagher & Co worth $6.89K as of Q2 2026.
  • Essential Partners bought 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1387 holding.
  • Essential Partners first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.