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Fiduciary Alliance’s Arthur J. Gallagher & Co AJG Stock Holding History

Fiduciary Alliance’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 		$2.03M Buy
8,833
+2,894
+49% +$615K 0.14% 173
2026
Q1 		$1.33M Buy
5,939
+2,112
+55% +$488K 0.08% 230
2025
Q4 		$990K Sell
3,827
-1
-0% -$265 0.06% 242
2025
Q3 		$1.19M Sell
3,828
-168
-4% -$50.6K 0.08% 215
2025
Q2 		$1.28M Buy
3,996
+84
+2% +$27.7K 0.1% 193
2025
Q1 		$1.35M Sell
3,912
-642
-14% -$203K 0.13% 144
2024
Q4 		$1.29M Buy
+4,554
New +$1.33M 0.13% 138
2023
Q3 		– Sell
-10
Closed -$2.2K – 193
2023
Q2 		$2.2K Buy
+10
New +$2.08K ﹤0.01% 793
2023
Q1 		– Sell
-10
Closed -$1.89K – 159
2022
Q4 		$1.89K Buy
+10
New +$1.87K ﹤0.01% 708

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Fiduciary Alliance's AJG Position: Q2 2026 in Review

Fiduciary Alliance increased its Arthur J. Gallagher & Co (AJG) stake by 49% in Q2 2026, buying an estimated $615K and bringing the position to 8,833 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #173.

Fiduciary Alliance first reported a position in AJG in Q4 2022 and has held it in 9 quarters since. 239 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Fiduciary Alliance held 8,833 shares of Arthur J. Gallagher & Co worth $2.03M as of Q2 2026.
  • Fiduciary Alliance bought 2,894 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $615K.
  • Arthur J. Gallagher & Co made up 0.14% of Fiduciary Alliance's portfolio in Q2 2026, its #173 holding.
  • Fiduciary Alliance first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 9 quarters since.
  • 239 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.