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

Guinness Atkinson 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	$1.12M	Sell	4,859 -332	-6%	-$70.5K	0.5%	36
2026 Q1	$1.12M	Buy	5,191 +1,825	+54%	+$422K	0.56%	36
2025 Q4	$886K	Sell	3,366 -97	-3%	-$25.7K	0.42%	48
2025 Q3	$1.06M	Hold	3,463	–	–	0.5%	41
2025 Q2	$1.11M	Hold	3,463	–	–	0.58%	34
2025 Q1	$1.2M	Sell	3,463 -990	-22%	-$313K	0.67%	32
2024 Q4	$1.26M	Buy	4,453 +845	+23%	+$246K	0.64%	28
2024 Q3	$1.02M	Sell	3,608 -130	-3%	-$36.7K	0.49%	36
2024 Q2	$969K	Sell	3,738 -64	-2%	-$15.9K	0.47%	34
2024 Q1	$951K	Hold	3,802	–	–	0.45%	40
2023 Q4	$855K	Sell	3,802 -111	-3%	-$26.3K	0.44%	45
2023 Q3	$892K	Buy	3,913 +268	+7%	+$60K	0.5%	40
2023 Q2	$800K	Buy	3,645 +536	+17%	+$112K	0.42%	45
2023 Q1	$595K	Buy	3,109 +67	+2%	+$12.7K	0.34%	56
2022 Q4	$574K	Sell	3,042 -464	-13%	-$86.8K	0.36%	61
2022 Q3	$600K	Sell	3,506 -1,273	-27%	-$226K	0.38%	47
2022 Q2	$779K	Hold	4,779	–	–	0.45%	43
2022 Q1	$834K	Hold	4,779	–	–	0.4%	45
2021 Q4	$811K	Sell	4,779 -315	-6%	-$51.5K	0.35%	40
2021 Q3	$757K	Sell	5,094 -420	-8%	-$60.1K	0.35%	41
2021 Q2	$772K	Buy	5,514 +316	+6%	+$44.7K	0.34%	41
2021 Q1	$649K	Buy	5,198 +380	+8%	+$45.9K	0.32%	51
2020 Q4	$596K	Hold	4,818	–	–	0.32%	47
2020 Q3	$509K	Buy	4,818 +595	+14%	+$61.7K	0.31%	31
2020 Q2	$412K	Buy	4,223 +320	+8%	+$28.3K	0.27%	41
2020 Q1	$318K	Buy	3,903 +163	+4%	+$15.6K	0.25%	40
2019 Q4	$356K	Hold	3,740	–	–	0.25%	52
2019 Q3	$335K	Hold	3,740	–	–	0.26%	41
2019 Q2	$328K	Buy	3,740 +480	+15%	+$40K	0.24%	43
2019 Q1	$255K	Sell	3,260 -290	-8%	-$22.3K	0.19%	53
2018 Q4	$262K	Sell	3,550 -670	-16%	-$50K	0.22%	45
2018 Q3	$314K	Hold	4,220	–	–	0.2%	48
2018 Q2	$275K	Hold	4,220	–	–	0.15%	50
2018 Q1	$290K	Hold	4,220	–	–	0.18%	52
2017 Q4	$267K	Hold	4,220	–	–	0.16%	52
2017 Q3	$260K	Hold	4,220	–	–	0.16%	49
2017 Q2	$242K	Hold	4,220	–	–	0.16%	53
2017 Q1	$239K	Hold	4,220	–	–	0.16%	49
2016 Q4	$219K	Sell	4,220 -900	-18%	-$45.3K	0.15%	51
2016 Q3	$260K	Sell	5,120 -340	-6%	-$16.8K	0.16%	59
2016 Q2	$260K	Sell	5,460 -2,020	-27%	-$93.7K	0.16%	55
2016 Q1	$333K	Hold	7,480	–	–	0.21%	59
2015 Q4	$306K	Hold	7,480	–	–	0.18%	65
2015 Q3	$309K	Buy	7,480 +730	+11%	+$33.1K	0.2%	57
2015 Q2	$319K	Buy	6,750 +480	+8%	+$23.1K	0.15%	60
2015 Q1	$293K	Buy	6,270 +2,900	+86%	+$135K	0.13%	60
2014 Q4	$159K	Hold	3,370	–	–	0.09%	64
2014 Q3	$153K	Buy	3,370 +300	+10%	+$13.8K	0.09%	69
2014 Q2	$143K	Buy	3,070 +900	+41%	+$41K	0.11%	58
2014 Q1	$103K	Buy	2,170 +640	+42%	+$29.9K	0.1%	60
2013 Q4	$72K	Buy	1,530 +190	+14%	+$8.82K	0.07%	64
2013 Q3	$58K	Hold	1,340	–	–	0.06%	72
2013 Q2	$59K	Buy	+1,340	New	+$58K	0.06%	68

Other funds holding AJG

GAM

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

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

FAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Guinness Atkinson Asset Management's AJG Position: Q2 2026 in Review

Guinness Atkinson Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 6.4% in Q2 2026, selling an estimated $70.5K and leaving 4,859 shares worth $1.12M. The position accounts for 0.5% of the portfolio, ranked #36.

Guinness Atkinson Asset Management first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.26M in Q4 2024. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Guinness Atkinson Asset Management held 4,859 shares of Arthur J. Gallagher & Co worth $1.12M as of Q2 2026.
Guinness Atkinson Asset Management sold 332 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $70.5K.
Arthur J. Gallagher & Co made up 0.5% of Guinness Atkinson Asset Management's portfolio in Q2 2026, its #36 holding.
Guinness Atkinson Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
Guinness Atkinson Asset Management's Arthur J. Gallagher & Co position peaked at $1.26M in Q4 2024.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Guinness Atkinson Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.