First Manhattan
AJG icon

First Manhattan’s Arthur J. Gallagher & Co AJG Stock Holding History

First Manhattan’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 		$3.97M Sell
17,309
-1,151
-6% -$244K 0.01% 268
2026
Q1 		$4M Sell
18,460
-3,627
-16% -$838K 0.01% 267
2025
Q4 		$5.72M Sell
22,087
-4,638
-17% -$1.23M 0.02% 216
2025
Q3 		$8.28M Sell
26,725
-3,850
-13% -$1.16M 0.02% 186
2025
Q2 		$9.79M Sell
30,575
-351
-1% -$116K 0.03% 164
2025
Q1 		$10.7M Sell
30,926
-820
-3% -$259K 0.03% 147
2024
Q4 		$9.01M Buy
31,746
+637
+2% +$185K 0.03% 156
2024
Q3 		$8.75M Sell
31,109
-1,740
-5% -$491K 0.03% 162
2024
Q2 		$8.52M Sell
32,849
-1,456
-4% -$361K 0.03% 166
2024
Q1 		$8.58M Sell
34,305
-1,394
-4% -$335K 0.03% 169
2023
Q4 		$8.03M Sell
35,699
-1,486
-4% -$352K 0.03% 172
2023
Q3 		$8.48M Buy
37,185
+1,332
+4% +$298K 0.03% 158
2023
Q2 		$7.87M Sell
35,853
-1,210
-3% -$252K 0.03% 165
2023
Q1 		$7.09M Sell
37,063
-1,043
-3% -$198K 0.03% 178
2022
Q4 		$7.18M Sell
38,106
-1,115
-3% -$209K 0.03% 187
2022
Q3 		$6.71M Sell
39,221
-90
-0.2% -$16K 0.03% 183
2022
Q2 		$6.41M Sell
39,311
-300
-0.8% -$49.8K 0.03% 197
2022
Q1 		$6.92M Buy
39,611
+39,217
+9,954% +$6.25M 0.02% 210
2021
Q4 		$66K Buy
394
+388
+6,467% +$63.4K ﹤0.01% 940
2021
Q3 		$0 Buy
+6
New +$859 ﹤0.01% 1578
2020
Q3 		– Sell
-10
Closed – – 1321
2020
Q2 		$0 Buy
+10
New +$885 ﹤0.01% 1372

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

First Manhattan's AJG Position: Q2 2026 in Review

First Manhattan reduced its Arthur J. Gallagher & Co (AJG) stake by 6.2% in Q2 2026, selling an estimated $244K and leaving 17,309 shares worth $3.97M. The position accounts for 0.01% of the portfolio, ranked #268.

First Manhattan first reported a position in AJG in Q2 2020 and has held it in 21 quarters since. The position peaked at $10.7M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • First Manhattan held 17,309 shares of Arthur J. Gallagher & Co worth $3.97M as of Q2 2026.
  • First Manhattan sold 1,151 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $244K.
  • Arthur J. Gallagher & Co made up 0.01% of First Manhattan's portfolio in Q2 2026, its #268 holding.
  • First Manhattan first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 21 quarters since.
  • First Manhattan's Arthur J. Gallagher & Co position peaked at $10.7M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.