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Essex Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Essex Financial Services’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 		$312K Buy
+1,359
New +$289K 0.02% 644
2025
Q4 		– Sell
-693
Closed -$215K – 786
2025
Q3 		$215K Buy
+693
New +$209K 0.01% 695

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Essex Financial Services's AJG Position: Q2 2026 in Review

Essex Financial Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,359 shares worth $312K. The stake represents 0.02% of the portfolio and ranks #644 among its holdings. This is a return to the name: Essex Financial Services previously reported a position in AJG as recently as Q3 2025.

Essex Financial Services first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. 945 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Essex Financial Services held 1,359 shares of Arthur J. Gallagher & Co worth $312K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Essex Financial Services position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #644 holding.
  • Essex Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • 945 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.