Hantz Financial Services
AJG icon

Hantz Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Hantz Financial Services’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
Q3 		$5.02M Sell
21,990
-583
-3% -$146K 0.07% 181
2026
Q2 		$5.18M Sell
22,573
-917
-4% -$195K 0.07% 182
2026
Q1 		$5.09M Sell
23,490
-2,906
-11% -$671K 0.08% 184
2025
Q4 		$6.83M Sell
26,396
-5,445
-17% -$1.44M 0.1% 151
2025
Q3 		$9.9M Sell
31,841
-3,501
-10% -$1.06M 0.15% 115
2025
Q2 		$11.3M Sell
35,342
-3,125
-8% -$1.03M 0.18% 103
2025
Q1 		$13.3M Sell
38,467
-11,951
-24% -$3.78M 0.23% 79
2024
Q4 		$14.3M Sell
50,418
-1,538
-3% -$448K 0.25% 75
2024
Q3 		$14.6M Sell
51,956
-1,210
-2% -$341K 0.26% 80
2024
Q2 		$13.8M Buy
53,166
+941
+2% +$233K 0.27% 84
2024
Q1 		$13.1M Sell
52,225
-2,973
-5% -$715K 0.25% 98
2023
Q4 		$12.4M Sell
55,198
-3,878
-7% -$919K 0.27% 101
2023
Q3 		$13.5M Buy
59,076
+5,773
+11% +$1.29M 0.34% 75
2023
Q2 		$11.7M Buy
53,303
+13
+0% +$2.7K 0.29% 101
2023
Q1 		$10.2M Buy
53,290
+738
+1% +$140K 0.28% 113
2022
Q4 		$9.9M Buy
52,552
+4,784
+10% +$895K 0.3% 102
2022
Q3 		$8.18M Buy
47,768
+1,170
+3% +$208K 0.28% 111
2022
Q2 		$7.6M Buy
46,598
+2,213
+5% +$367K 0.26% 121
2022
Q1 		$7.75M Buy
44,385
+2,803
+7% +$447K 0.23% 131
2021
Q4 		$7.06M Buy
41,582
+2,216
+6% +$362K 0.2% 141
2021
Q3 		$5.85M Buy
39,366
+6,893
+21% +$986K 0.19% 152
2021
Q2 		$4.55M Buy
32,473
+1,322
+4% +$187K 0.17% 166
2021
Q1 		$3.89M Sell
31,151
-233
-0.7% -$28.1K 0.16% 173
2020
Q4 		$3.88M Sell
31,384
-354
-1% -$40.3K 0.17% 164
2020
Q3 		$3.35M Sell
31,738
-529
-2% -$54.9K 0.17% 169
2020
Q2 		$3.15M Buy
32,267
+511
+2% +$45.2K 0.18% 170
2020
Q1 		$2.59M Buy
+31,756
New +$3.04M 0.18% 173

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Hantz Financial Services's AJG Position: Q3 2026 in Review

Hantz Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 2.6% in Q3 2026, selling an estimated $146K and leaving 21,990 shares worth $5.02M. The position accounts for 0.07% of the portfolio, ranked #181.

Hantz Financial Services first reported a position in AJG in Q1 2020 and has held it in 27 quarters since. The position peaked at $14.6M in Q3 2024. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Hantz Financial Services held 21,990 shares of Arthur J. Gallagher & Co worth $5.02M as of Q3 2026.
  • Hantz Financial Services sold 583 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $146K.
  • Arthur J. Gallagher & Co made up 0.07% of Hantz Financial Services's portfolio in Q3 2026, its #181 holding.
  • Hantz Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 27 quarters since.
  • Hantz Financial Services's Arthur J. Gallagher & Co position peaked at $14.6M in Q3 2024.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Hantz Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.