Heffernan Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Heffernan 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 Q3	$28.8M	Buy	+126,416	New	+$31.7M	19.37%	2

Other funds holding AJG

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

PAS

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

BWP

Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return

NPPM

North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Heffernan Advisory's AJG Position: Q3 2026 in Review

Heffernan Advisory opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 126,416 shares worth $28.8M. The stake represents 19.37% of the portfolio and ranks #2 among its holdings.

126 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Heffernan Advisory held 126,416 shares of Arthur J. Gallagher & Co worth $28.8M as of Q3 2026.
Arthur J. Gallagher & Co was a new Heffernan Advisory position in Q3 2026.
Arthur J. Gallagher & Co made up 19.37% of Heffernan Advisory's portfolio in Q3 2026, its #2 holding.
126 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Heffernan Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.