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

Gillson 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 		$81.8M Buy
356,202
+240,460
+208% +$51.1M 4.82% 2
2026
Q1 		$25.1M Buy
+115,742
New +$26.7M 2.05% 19
2025
Q3 		– Sell
-18,722
Closed -$5.99M – 67
2025
Q2 		$5.99M Sell
18,722
-7,178
-28% -$2.37M 0.46% 53
2025
Q1 		$8.94M Sell
25,900
-228,380
-90% -$72.1M 0.76% 50
2024
Q4 		$72.2M Buy
+254,280
New +$74M 6.5% 1
2024
Q1 		– Sell
-127,655
Closed -$28.7M – 53
2023
Q4 		$28.7M Sell
127,655
-43,967
-26% -$10.4M 3.02% 10
2023
Q3 		$39.1M Buy
171,622
+57,786
+51% +$12.9M 2.9% 7
2023
Q2 		$25M Sell
113,836
-68,997
-38% -$14.4M 2.2% 16
2023
Q1 		$35M Sell
182,833
-119,328
-39% -$22.6M 2.9% 9
2022
Q4 		$57M Sell
302,161
-167,502
-36% -$31.3M 4.31% 2
2022
Q3 		$80.4M Buy
469,663
+49,617
+12% +$8.81M 7.38% 1
2022
Q2 		$68.5M Sell
420,046
-81,468
-16% -$13.5M 6.64% 1
2022
Q1 		$87.6M Buy
501,514
+3,852
+0.8% +$614K 7% 1
2021
Q4 		$84.4M Buy
497,662
+139,571
+39% +$22.8M 5.5% 1
2021
Q3 		$53.2M Buy
+358,091
New +$51.2M 3.9% 1
2021
Q2 		– Sell
-117,226
Closed -$14.6M – 217
2021
Q1 		$14.6M Buy
+117,226
New +$14.1M 1.23% 26
2020
Q4 		– Sell
-74,243
Closed -$7.84M – 98
2020
Q3 		$7.84M Buy
+74,243
New +$7.7M 1.14% 37
2018
Q4 		– Sell
-239,169
Closed -$17.8M – 56
2018
Q3 		$17.8M Sell
239,169
-76,015
-24% -$5.45M 2.3% 18
2018
Q2 		$20.6M Buy
315,184
+212,250
+206% +$14.4M 2.92% 12
2018
Q1 		$7.08M Buy
+102,934
New +$6.94M 1.25% 32

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

Gillson Capital's AJG Position: Q2 2026 in Review

Gillson Capital increased its Arthur J. Gallagher & Co (AJG) stake by 208% in Q2 2026, buying an estimated $51.1M and bringing the position to 356,202 shares worth $81.8M. The position accounts for 4.82% of the portfolio, ranked #2.

Gillson Capital first reported a position in AJG in Q1 2018 and has held it in 20 quarters since. The position peaked at $87.6M in Q1 2022. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Gillson Capital held 356,202 shares of Arthur J. Gallagher & Co worth $81.8M as of Q2 2026.
  • Gillson Capital bought 240,460 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $51.1M.
  • Arthur J. Gallagher & Co made up 4.82% of Gillson Capital's portfolio in Q2 2026, its #2 holding.
  • Gillson Capital first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 20 quarters since.
  • Gillson Capital's Arthur J. Gallagher & Co position peaked at $87.6M in Q1 2022.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Gillson Capital's 13F filing for Q2 2026, filed 14 Aug 2026.