HMS Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

HMS Capital Management’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	$275K	Buy	1,197 +1	+0.1%	+$212	0.1%	105
2026 Q1	$259K	Sell	1,196 -2,955	-71%	-$683K	0.1%	104
2025 Q4	$1.07M	Sell	4,151 -66	-2%	-$17.5K	0.44%	47
2025 Q3	$1.31M	Sell	4,217 -148	-3%	-$44.6K	0.55%	43
2025 Q2	$1.4M	Sell	4,365 -147	-3%	-$48.5K	0.63%	39
2025 Q1	$1.4M	Sell	4,512 -59	-1%	-$18.6K	0.78%	39
2024 Q4	$1.3M	Buy	4,571 +32	+0.7%	+$9.31K	0.63%	42
2024 Q3	$1.28M	Buy	4,539 +12	+0.3%	+$3.38K	0.63%	43
2024 Q2	$1.17M	Buy	4,527 +336	+8%	+$83.4K	0.61%	43
2024 Q1	$1.05M	Buy	4,191 +464	+12%	+$112K	0.58%	46
2023 Q4	$838K	Buy	+3,727	New	+$883K	0.52%	45

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HMS Capital Management's AJG Position: Q2 2026 in Review

HMS Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.08% in Q2 2026, buying an estimated $212 and bringing the position to 1,197 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #105.

HMS Capital Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

HMS Capital Management held 1,197 shares of Arthur J. Gallagher & Co worth $275K as of Q2 2026.
HMS Capital Management bought 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up 0.1% of HMS Capital Management's portfolio in Q2 2026, its #105 holding.
HMS Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
HMS Capital Management's Arthur J. Gallagher & Co position peaked at $1.4M in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.