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Fairfield Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Fairfield Financial Advisors’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 		$390K Sell
1,700
-3,605
-68% -$765K 0.15% 50
2026
Q1 		$1.15M Sell
5,305
-1,346
-20% -$311K 0.4% 41
2025
Q4 		$1.72M Sell
6,651
-2,995
-31% -$793K 0.56% 36
2025
Q3 		$2.99M Sell
9,646
-315
-3% -$95K 1.01% 27
2025
Q2 		$3.19M Buy
9,961
+1,758
+21% +$579K 1.12% 25
2025
Q1 		$2.83M Buy
8,203
+837
+11% +$264K 1.07% 22
2024
Q4 		$2.09M Buy
7,366
+1,228
+20% +$357K 0.74% 25
2024
Q3 		$1.73M Buy
6,138
+537
+10% +$151K 0.59% 34
2024
Q2 		$1.45M Buy
+5,601
New +$1.39M 0.43% 36
2023
Q4 		$655K Buy
2,915
+2,405
+472% +$570K 0.25% 44
2023
Q3 		$116K Buy
510
+421
+473% +$94.2K 0.05% 89
2023
Q2 		$19.5K Buy
89
+1
+1% +$208 0.01% 190
2023
Q1 		$16.8K Hold
88
– – 0.01% 201
2022
Q4 		$16.6K Hold
88
– – 0.01% 179
2022
Q3 		$15.1K Hold
88
– – 0.01% 189
2022
Q2 		$14.3K Buy
88
+1
+1% +$166 0.01% 178
2022
Q1 		$15.3K Buy
+87
New +$13.9K 0.01% 198

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 $3.37T AUM 44.26% 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

Fairfield Financial Advisors's AJG Position: Q2 2026 in Review

Fairfield Financial Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 68% in Q2 2026, selling an estimated $765K and leaving 1,700 shares worth $390K. The position accounts for 0.15% of the portfolio, ranked #50.

Fairfield Financial Advisors first reported a position in AJG in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.19M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Fairfield Financial Advisors held 1,700 shares of Arthur J. Gallagher & Co worth $390K as of Q2 2026.
  • Fairfield Financial Advisors sold 3,605 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $765K.
  • Arthur J. Gallagher & Co made up 0.15% of Fairfield Financial Advisors's portfolio in Q2 2026, its #50 holding.
  • Fairfield Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 17 quarters since.
  • Fairfield Financial Advisors's Arthur J. Gallagher & Co position peaked at $3.19M in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Fairfield Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.