FCT
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Family Capital Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Family Capital Trust’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 		$132K Hold
577
– – 0.04% 64
2026
Q1 		$125K Buy
577
+43
+8% +$9.93K 0.05% 65
2025
Q4 		$138K Buy
534
+8
+2% +$2.12K 0.05% 63
2025
Q3 		$163K Buy
+526
New +$159K 0.05% 59

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Family Capital Trust's AJG Position: Q2 2026 in Review

Family Capital Trust held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 577 shares worth $132K. The position accounts for 0.04% of the portfolio, ranked #64.

Family Capital Trust first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $163K in Q3 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Family Capital Trust held 577 shares of Arthur J. Gallagher & Co worth $132K as of Q2 2026.
  • Family Capital Trust left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.04% of Family Capital Trust's portfolio in Q2 2026, its #64 holding.
  • Family Capital Trust first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Family Capital Trust's Arthur J. Gallagher & Co position peaked at $163K in Q3 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.