HHGA
AJG icon

Halbert Hargrove Global Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Halbert Hargrove Global Advisors’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 		$616 Buy
+3
New +$637 ﹤0.01% 504
2025
Q2 		– Sell
-7
Closed -$2.42K – 324
2025
Q1 		$2.42K Buy
+7
New +$2.21K ﹤0.01% 387

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Halbert Hargrove Global Advisors's AJG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 3 shares worth $616. The stake represents ﹤0.01% of the portfolio and ranks #504 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AJG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in AJG in Q1 2025 and has held it in 2 quarters since. The position peaked at $2.42K in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 3 shares of Arthur J. Gallagher & Co worth $616 as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #504 holding.
  • Halbert Hargrove Global Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Arthur J. Gallagher & Co position peaked at $2.42K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.