EI
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Ethic Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Ethic Inc’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 		$6.63M Buy
28,859
+4,609
+19% +$979K 0.08% 240
2026
Q1 		$5.25M Sell
24,250
-5,902
-20% -$1.36M 0.08% 252
2025
Q4 		$7.8M Sell
30,152
-625
-2% -$165K 0.12% 169
2025
Q3 		$9.53M Buy
30,777
+4,724
+18% +$1.42M 0.16% 131
2025
Q2 		$8.28M Sell
26,053
-7,187
-22% -$2.37M 0.15% 147
2025
Q1 		$11.4M Buy
33,240
+4,650
+16% +$1.47M 0.23% 89
2024
Q4 		$8.12M Buy
28,590
+803
+3% +$234K 0.16% 129
2024
Q3 		$6.95M Buy
27,787
+2,049
+8% +$578K 0.18% 128
2024
Q2 		$6.67M Sell
25,738
-2,049
-7% -$508K 0.16% 140
2024
Q1 		$6.95M Buy
27,787
+578
+2% +$139K 0.18% 128
2023
Q4 		$6.12M Buy
27,209
+1,725
+7% +$409K 0.18% 123
2023
Q3 		$5.81M Buy
25,484
+1,179
+5% +$264K 0.2% 105
2023
Q2 		$5.34M Buy
24,305
+3,624
+18% +$754K 0.2% 116
2023
Q1 		$3.96M Buy
20,681
+3,691
+22% +$700K 0.16% 163
2022
Q4 		$3.2M Buy
16,990
+1,739
+11% +$325K 0.17% 151
2022
Q3 		$2.61M Sell
15,251
-786
-5% -$140K 0.18% 141
2022
Q2 		$2.62M Buy
16,037
+6,403
+66% +$1.06M 0.18% 136
2022
Q1 		$1.68M Buy
9,634
+2,910
+43% +$464K 0.12% 227
2021
Q4 		$1.14M Buy
6,724
+983
+17% +$161K 0.09% 259
2021
Q3 		$853K Sell
5,741
-300
-5% -$42.9K 0.09% 255
2021
Q2 		$846K Buy
6,041
+2,035
+51% +$288K 0.1% 242
2021
Q1 		$500K Buy
4,006
+1,832
+84% +$221K 0.09% 281
2020
Q4 		$269K Buy
2,174
+183
+9% +$20.8K 0.07% 327
2020
Q3 		$210K Sell
1,991
-112
-5% -$11.6K 0.08% 298
2020
Q2 		$205K Buy
+2,103
New +$186K 0.12% 242

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

Ethic Inc's AJG Position: Q2 2026 in Review

Ethic Inc increased its Arthur J. Gallagher & Co (AJG) stake by 19% in Q2 2026, buying an estimated $979K and bringing the position to 28,859 shares worth $6.63M. The position accounts for 0.08% of the portfolio, ranked #240.

Ethic Inc first reported a position in AJG in Q2 2020 and has held it in 25 quarters since. The position peaked at $11.4M in Q1 2025. 447 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Ethic Inc held 28,859 shares of Arthur J. Gallagher & Co worth $6.63M as of Q2 2026.
  • Ethic Inc bought 4,609 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $979K.
  • Arthur J. Gallagher & Co made up 0.08% of Ethic Inc's portfolio in Q2 2026, its #240 holding.
  • Ethic Inc first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 25 quarters since.
  • Ethic Inc's Arthur J. Gallagher & Co position peaked at $11.4M in Q1 2025.
  • 447 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.