HIA
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HFM Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

HFM Investment 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 		$1.61K Buy
7
+5
+250% +$1.06K ﹤0.01% 548
2026
Q1 		$433 Sell
2
-3
-60% -$693 ﹤0.01% 725
2025
Q4 		$1.29K Buy
5
+1
+25% +$265 ﹤0.01% 382
2025
Q3 		$1.24K Hold
4
– – ﹤0.01% 294
2025
Q2 		$1.28K Buy
4
+2
+100% +$659 ﹤0.01% 282
2025
Q1 		$691 Buy
+2
New +$632 ﹤0.01% 215

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HFM Investment Advisors's AJG Position: Q2 2026 in Review

HFM Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 250% in Q2 2026, buying an estimated $1.06K and bringing the position to 7 shares worth $1.61K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

HFM Investment Advisors first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Arthur J. Gallagher & Co worth $1.61K as of Q2 2026.
  • HFM Investment Advisors bought 5 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.06K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #548 holding.
  • HFM Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.