Frank Rimerman Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Frank Rimerman 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	$1.35M	Buy	5,873 +1	+0%	+$212	0.08%	193
2026 Q1	$1.27M	Sell	5,872 -63	-1%	-$14.6K	0.08%	196
2025 Q4	$1.54M	Sell	5,935 -116	-2%	-$30.7K	0.1%	164
2025 Q3	$1.87M	Buy	6,051 +37	+0.6%	+$11.2K	0.12%	131
2025 Q2	$1.93M	Sell	6,014 -278	-4%	-$91.6K	0.13%	124
2025 Q1	$2.17M	Buy	6,292 +40	+0.6%	+$12.6K	0.17%	100
2024 Q4	$1.77M	Buy	6,252 +195	+3%	+$56.7K	0.13%	118
2024 Q3	$1.7M	Buy	6,057 +8	+0.1%	+$2.26K	0.12%	132
2024 Q2	$1.57M	Buy	+6,049	New	+$1.5M	0.11%	143

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Frank Rimerman Advisors's AJG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 0.02% in Q2 2026, buying an estimated $212 and bringing the position to 5,873 shares worth $1.35M. The position accounts for 0.08% of the portfolio, ranked #193.

Frank Rimerman Advisors first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.17M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Frank Rimerman Advisors held 5,873 shares of Arthur J. Gallagher & Co worth $1.35M as of Q2 2026.
Frank Rimerman Advisors bought 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up 0.08% of Frank Rimerman Advisors's portfolio in Q2 2026, its #193 holding.
Frank Rimerman Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Frank Rimerman Advisors's Arthur J. Gallagher & Co position peaked at $2.17M in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.