Everett Harris & Co’s Arthur J. Gallagher & Co AJG Stock Holding History

Everett Harris & Co’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	$1.04M	Sell	4,525 -465	-9%	-$98.7K	0.01%	160
2026 Q1	$1.08M	Sell	4,990 -42	-0.8%	-$9.7K	0.01%	155
2025 Q4	$1.3M	Buy	5,032 +864	+21%	+$229K	0.02%	138
2025 Q3	$1.29M	Sell	4,168 -25	-0.6%	-$7.54K	0.02%	136
2025 Q2	$1.34M	Hold	4,193	–	–	0.02%	134
2025 Q1	$1.45M	Sell	4,193 -210	-5%	-$66.3K	0.02%	120
2024 Q4	$1.25M	Buy	4,403 +520	+13%	+$151K	0.02%	123
2024 Q3	$1.09M	Sell	3,883 -33	-0.8%	-$9.31K	0.01%	130
2024 Q2	$1.02M	Sell	3,916 -105	-3%	-$26K	0.01%	133
2024 Q1	$1.01M	Buy	4,021 +732	+22%	+$176K	0.01%	137
2023 Q4	$740K	Buy	3,289 +25	+0.8%	+$5.92K	0.01%	144
2023 Q3	$744K	Buy	3,264 +965	+42%	+$216K	0.01%	144
2023 Q2	$505K	Buy	2,299 +135	+6%	+$28.1K	0.01%	173
2023 Q1	$414K	Buy	2,164 +370	+21%	+$70.2K	0.01%	184
2022 Q4	$338K	Buy	+1,794	New	+$336K	0.01%	202

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Everett Harris & Co's AJG Position: Q2 2026 in Review

Everett Harris & Co reduced its Arthur J. Gallagher & Co (AJG) stake by 9.3% in Q2 2026, selling an estimated $98.7K and leaving 4,525 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #160.

Everett Harris & Co first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q1 2025. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Everett Harris & Co held 4,525 shares of Arthur J. Gallagher & Co worth $1.04M as of Q2 2026.
Everett Harris & Co sold 465 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $98.7K.
Arthur J. Gallagher & Co made up 0.01% of Everett Harris & Co's portfolio in Q2 2026, its #160 holding.
Everett Harris & Co first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
Everett Harris & Co's Arthur J. Gallagher & Co position peaked at $1.45M in Q1 2025.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Everett Harris & Co's 13F filing for Q2 2026, filed 3 Aug 2026.