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Generate Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Generate Investment 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 		– Sell
-90,000
Closed -$19.5M – 91
2026
Q1 		$19.5M Buy
90,000
+60,000
+200% +$13.9M 0.96% 25
2025
Q4 		$7.76M Sell
30,000
-20,000
-40% -$5.29M 0.35% 61
2025
Q3 		$15.5M Buy
50,000
+32,399
+184% +$9.77M 0.79% 38
2025
Q2 		$5.63M Buy
+17,601
New +$5.8M 0.31% 74

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

Generate Investment Management's AJG Position: Q2 2026 in Review

Generate Investment Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 90,000 shares — an estimated $19.5M sold.

Generate Investment Management first reported a position in AJG in Q2 2025 and held it in 4 quarters. The position peaked at $19.5M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Generate Investment Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Generate Investment Management sold 90,000 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $19.5M.
  • Generate Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 4 quarters.
  • Generate Investment Management's Arthur J. Gallagher & Co position peaked at $19.5M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Generate Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.