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Fidelis Capital Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Fidelis Capital Partners’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 		$402K Sell
1,750
-31
-2% -$6.58K 0.02% 380
2026
Q1 		$386K Sell
1,781
-49
-3% -$11.3K 0.03% 357
2025
Q4 		$474K Sell
1,830
-93
-5% -$24.6K 0.03% 317
2025
Q3 		$596K Buy
1,923
+53
+3% +$16K 0.05% 269
2025
Q2 		$535K Buy
1,870
+53
+3% +$17.5K 0.05% 244
2025
Q1 		$586K Buy
1,817
+17
+0.9% +$5.37K 0.06% 227
2024
Q4 		$556K Buy
1,800
+205
+13% +$59.7K 0.06% 238
2024
Q3 		$461K Buy
1,595
+20
+1% +$5.64K 0.05% 246
2024
Q2 		$444K Buy
1,575
+167
+12% +$41.4K 0.06% 228
2024
Q1 		$352K Sell
1,408
-18
-1% -$4.33K 0.05% 262
2023
Q4 		$321K Buy
1,426
+101
+8% +$23.9K 0.07% 235
2023
Q3 		$302K Buy
1,325
+47
+4% +$10.5K 0.1% 195
2023
Q2 		$281K Buy
1,278
+50
+4% +$10.4K 0.1% 209
2023
Q1 		$263K Buy
+1,228
New +$233K 0.11% 200

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 $3.38T AUM 44.17% 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

Fidelis Capital Partners's AJG Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 1.7% in Q2 2026, selling an estimated $6.58K and leaving 1,750 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #380.

Fidelis Capital Partners first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $596K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Fidelis Capital Partners held 1,750 shares of Arthur J. Gallagher & Co worth $402K as of Q2 2026.
  • Fidelis Capital Partners sold 31 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.58K.
  • Arthur J. Gallagher & Co made up 0.02% of Fidelis Capital Partners's portfolio in Q2 2026, its #380 holding.
  • Fidelis Capital Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Fidelis Capital Partners's Arthur J. Gallagher & Co position peaked at $596K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.