HBK Sorce Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $579K | Buy |
2,306
+582
| +34% | +$124K | 0.01% | 361 |
|
|
2026
Q1 | $343K | Buy |
1,724
+196
| +13% | +$45.3K | 0.01% | 459 |
|
|
2025
Q4 | $369K | Buy |
1,528
+355
| +30% | +$94K | 0.01% | 437 |
|
|
2025
Q3 | $347K | Buy |
1,173
+31
| +3% | +$9.35K | 0.01% | 435 |
|
|
2025
Q2 | $366K | Sell |
1,142
-26
| -2% | -$8.57K | 0.01% | 409 |
|
|
2025
Q1 | $403K | Sell |
1,168
-5
| -0.4% | -$1.58K | 0.01% | 380 |
|
|
2024
Q4 | $333K | Buy |
1,173
+36
| +3% | +$10.5K | 0.01% | 423 |
|
|
2024
Q3 | $320K | Sell |
1,137
-52
| -4% | -$14.7K | 0.01% | 436 |
|
|
2024
Q2 | $308K | Buy |
1,189
+59
| +5% | +$14.6K | 0.01% | 430 |
|
|
2024
Q1 | $283K | Buy |
1,130
+8
| +0.7% | +$1.92K | 0.01% | 467 |
|
|
2023
Q4 | $252K | Sell |
1,122
-108
| -9% | -$25.6K | 0.01% | 451 |
|
|
2023
Q3 | $280K | Buy |
1,230
+46
| +4% | +$10.3K | 0.01% | 435 |
|
|
2023
Q2 | $260K | Buy |
1,184
+14
| +1% | +$2.91K | 0.01% | 480 |
|
|
2023
Q1 | $224K | Sell |
1,170
-4,870
| -81% | -$924K | 0.01% | 506 |
|
|
2022
Q4 | $484K | Buy |
6,040
+3,262
| +117% | +$610K | 0.01% | 421 |
|
|
2022
Q3 | $247K | Buy |
+2,778
| New | +$493K | 0.02% | 403 |
|
|
2022
Q1 | – | Sell |
-2,708
| Closed | -$459K | – | 557 |
|
|
2021
Q4 | $459K | Hold |
2,708
| – | – | 0.02% | 347 |
|
|
2021
Q3 | $403K | Sell |
2,708
-235
| -8% | -$33.6K | 0.02% | 362 |
|
|
2021
Q2 | $412K | Sell |
2,943
-10
| -0.3% | -$1.41K | 0.02% | 359 |
|
|
2021
Q1 | $368K | Buy |
2,953
+32
| +1% | +$3.86K | 0.02% | 357 |
|
|
2020
Q4 | $361K | Sell |
2,921
-160
| -5% | -$18.2K | 0.02% | 334 |
|
|
2020
Q3 | $325K | Buy |
3,081
+115
| +4% | +$11.9K | 0.02% | 336 |
|
|
2020
Q2 | $289K | Sell |
2,966
-1,311
| -31% | -$116K | 0.02% | 333 |
|
|
2020
Q1 | $349K | Buy |
4,277
+30
| +0.7% | +$2.87K | 0.03% | 273 |
|
|
2019
Q4 | $404K | Buy |
4,247
+1,326
| +45% | +$121K | 0.04% | 302 |
|
|
2019
Q3 | $262K | Sell |
2,921
-204
| -7% | -$18.3K | 0.03% | 350 |
|
|
2019
Q2 | $274K | Buy |
3,125
+138
| +5% | +$11.5K | 0.03% | 339 |
|
|
2019
Q1 | $233K | Hold |
2,987
| – | – | 0.02% | 377 |
|
|
2018
Q4 | $220K | Buy |
+2,987
| New | +$223K | 0.03% | 342 |
|
Other funds holding AJG
HBK Sorce Advisory's AJG Position: Q2 2026 in Review
HBK Sorce Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 2,306 shares worth $579K. The position accounts for 0.01% of the portfolio, ranked #361.
HBK Sorce Advisory first reported a position in AJG in Q4 2018 and has held it in 29 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- HBK Sorce Advisory held 2,306 shares of Arthur J. Gallagher & Co worth $579K as of Q2 2026.
- HBK Sorce Advisory bought 582 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $124K.
- Arthur J. Gallagher & Co made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #361 holding.
- HBK Sorce Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 29 quarters since.
- 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.