Fulcrum Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Fulcrum Asset Management’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	$5.58M	Buy	24,583 +17,026	+225%	+$3.62M	0.56%	39
2026 Q1	$1.63M	Buy	7,557 +211	+3%	+$48.7K	0.25%	85
2025 Q4	$1.92M	Sell	7,346 -218	-3%	-$57.7K	0.54%	47
2025 Q3	$2.34M	Sell	7,564 -210	-3%	-$63.3K	0.65%	42
2025 Q2	$2.49M	Buy	+7,774	New	+$2.56M	0.71%	41

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

Fulcrum Asset Management's AJG Position: Q2 2026 in Review

Fulcrum Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 225% in Q2 2026, buying an estimated $3.62M and bringing the position to 24,583 shares worth $5.58M. The position accounts for 0.56% of the portfolio, ranked #39.

Fulcrum Asset Management first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Fulcrum Asset Management held 24,583 shares of Arthur J. Gallagher & Co worth $5.58M as of Q2 2026.
Fulcrum Asset Management bought 17,026 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.62M.
Arthur J. Gallagher & Co made up 0.56% of Fulcrum Asset Management's portfolio in Q2 2026, its #39 holding.
Fulcrum Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.