HIA
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Harbor Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Harbor Investment Advisory’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 		$146K Sell
637
-550
-46% -$117K 0.01% 477
2026
Q1 		$257K Sell
1,187
-970
-45% -$224K 0.02% 362
2025
Q4 		$558K Buy
2,157
+274
+15% +$72.5K 0.04% 269
2025
Q3 		$583K Sell
1,883
-5
-0.3% -$1.51K 0.05% 257
2025
Q2 		$604K Buy
1,888
+8
+0.4% +$2.64K 0.05% 240
2025
Q1 		$649K Buy
1,880
+1
+0.1% +$316 0.06% 217
2024
Q4 		$533K Buy
1,879
+2
+0.1% +$582 0.05% 226
2024
Q3 		$528K Sell
1,877
-201
-10% -$56.7K 0.05% 225
2024
Q2 		$539K Buy
2,078
+1,901
+1,074% +$472K 0.06% 219
2024
Q1 		$44.3K Hold
177
– – ﹤0.01% 607
2023
Q4 		$39.8K Hold
177
– – ﹤0.01% 601
2023
Q3 		$40.3K Sell
177
-376
-68% -$84.2K 0.01% 581
2023
Q2 		$121K Sell
553
-158
-22% -$32.9K 0.02% 449
2023
Q1 		$136K Hold
711
– – 0.02% 422
2022
Q4 		$134K Hold
711
– – 0.02% 425
2022
Q3 		$122K Sell
711
-80
-10% -$14.2K 0.02% 423
2022
Q2 		$129K Hold
791
– – 0.02% 438
2022
Q1 		$138K Hold
791
– – 0.02% 454
2021
Q4 		$134K Hold
791
– – 0.02% 458
2021
Q3 		$118K Hold
791
– – 0.02% 485
2021
Q2 		$111K Hold
791
– – 0.02% 491
2021
Q1 		$99K Hold
791
– – 0.01% 481
2020
Q4 		$98K Buy
791
+37
+5% +$4.21K 0.02% 455
2020
Q3 		$80K Buy
754
+477
+172% +$49.5K 0.02% 408
2020
Q2 		$27K Sell
277
-64
-19% -$5.67K 0.01% 564
2020
Q1 		$28K Buy
341
+97
+40% +$9.29K 0.01% 506
2019
Q4 		$23K Buy
+244
New +$22.3K 0.01% 522

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

Harbor Investment Advisory's AJG Position: Q2 2026 in Review

Harbor Investment Advisory reduced its Arthur J. Gallagher & Co (AJG) stake by 46% in Q2 2026, selling an estimated $117K and leaving 637 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #477.

Harbor Investment Advisory first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $649K in Q1 2025. 333 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Harbor Investment Advisory held 637 shares of Arthur J. Gallagher & Co worth $146K as of Q2 2026.
  • Harbor Investment Advisory sold 550 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $117K.
  • Arthur J. Gallagher & Co made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #477 holding.
  • Harbor Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's Arthur J. Gallagher & Co position peaked at $649K in Q1 2025.
  • 333 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.