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Greenleaf Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Greenleaf Trust’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 		$585K Sell
2,549
-48
-2% -$10.2K 0.01% 475
2026
Q1 		$562K Sell
2,597
-215
-8% -$49.7K 0.01% 460
2025
Q4 		$728K Sell
2,812
-651
-19% -$172K 0.01% 410
2025
Q3 		$1.07M Buy
3,463
+11
+0.3% +$3.32K 0.01% 309
2025
Q2 		$1.11M Sell
3,452
-279
-7% -$92K 0.01% 297
2025
Q1 		$1.29M Buy
3,731
+421
+13% +$133K 0.01% 271
2024
Q4 		$940K Buy
3,310
+36
+1% +$10.5K 0.01% 341
2024
Q3 		$921K Buy
3,274
+43
+1% +$12.1K 0.01% 352
2024
Q2 		$838K Buy
3,231
+79
+3% +$19.6K 0.01% 340
2024
Q1 		$788K Sell
3,152
-130
-4% -$31.3K 0.01% 347
2023
Q4 		$738K Buy
3,282
+315
+11% +$74.6K 0.01% 350
2023
Q3 		$676K Buy
2,967
+42
+1% +$9.4K 0.01% 356
2023
Q2 		$642K Sell
2,925
-119
-4% -$24.8K 0.01% 384
2023
Q1 		$582K Buy
3,044
+10
+0.3% +$1.9K 0.01% 404
2022
Q4 		$572K Buy
3,034
+194
+7% +$36.3K 0.01% 406
2022
Q3 		$486K Buy
2,840
+494
+21% +$87.7K 0.01% 405
2022
Q2 		$382K Buy
2,346
+322
+16% +$53.4K 0.01% 484
2022
Q1 		$353K Buy
2,024
+184
+10% +$29.3K ﹤0.01% 532
2021
Q4 		$312K Buy
1,840
+246
+15% +$40.2K ﹤0.01% 589
2021
Q3 		$237K Buy
1,594
+119
+8% +$17K ﹤0.01% 657
2021
Q2 		$207K Buy
+1,475
New +$208K ﹤0.01% 698

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Greenleaf Trust's AJG Position: Q2 2026 in Review

Greenleaf Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 1.8% in Q2 2026, selling an estimated $10.2K and leaving 2,549 shares worth $585K. The position accounts for 0.01% of the portfolio, ranked #475.

Greenleaf Trust first reported a position in AJG in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.29M in Q1 2025. 240 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Greenleaf Trust held 2,549 shares of Arthur J. Gallagher & Co worth $585K as of Q2 2026.
  • Greenleaf Trust sold 48 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.2K.
  • Arthur J. Gallagher & Co made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #475 holding.
  • Greenleaf Trust first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 21 quarters since.
  • Greenleaf Trust's Arthur J. Gallagher & Co position peaked at $1.29M in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.