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

Garde Capital’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	$491K	Hold	2,139	–	–	0.02%	168
2026 Q1	$463K	Hold	2,139	–	–	0.03%	135
2025 Q4	$554K	Hold	2,139	–	–	0.03%	141
2025 Q3	$663K	Hold	2,139	–	–	0.03%	145
2025 Q2	$685K	Hold	2,139	–	–	0.04%	139
2025 Q1	$739K	Buy	2,139 +1,139	+114%	+$360K	0.04%	137
2024 Q4	$284K	Hold	1,000	–	–	0.02%	184
2024 Q3	$281K	Hold	1,000	–	–	0.02%	179
2024 Q2	$259K	Hold	1,000	–	–	0.02%	183
2024 Q1	$250K	Hold	1,000	–	–	0.02%	185
2023 Q4	$225K	Hold	1,000	–	–	0.02%	191
2023 Q3	$228K	Hold	1,000	–	–	0.02%	185
2023 Q2	$220K	Hold	1,000	–	–	0.02%	211
2023 Q1	$191K	Hold	1,000	–	–	0.02%	186
2022 Q4	$189K	Hold	1,000	–	–	0.02%	182
2022 Q3	$171K	Hold	1,000	–	–	0.02%	180
2022 Q2	$163K	Hold	1,000	–	–	0.02%	205
2022 Q1	$175K	Hold	1,000	–	–	0.02%	212
2021 Q4	$170K	Hold	1,000	–	–	0.02%	230
2021 Q3	$149K	Hold	1,000	–	–	0.02%	232
2021 Q2	$140K	Hold	1,000	–	–	0.01%	237
2021 Q1	$125K	Hold	1,000	–	–	0.01%	229
2020 Q4	$123K	Buy	+1,000	New	+$114K	0.02%	226

Other funds holding AJG

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Garde Capital's AJG Position: Q2 2026 in Review

Garde Capital held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 2,139 shares worth $491K. The position accounts for 0.02% of the portfolio, ranked #168.

Garde Capital first reported a position in AJG in Q4 2020 and has held it in 23 quarters since. The position peaked at $739K in Q1 2025. 780 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Garde Capital held 2,139 shares of Arthur J. Gallagher & Co worth $491K as of Q2 2026.
Garde Capital left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Garde Capital's portfolio in Q2 2026, its #168 holding.
Garde Capital first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 23 quarters since.
Garde Capital's Arthur J. Gallagher & Co position peaked at $739K in Q1 2025.
780 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Garde Capital's 13F filing for Q2 2026, filed 31 Jul 2026.