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Hoxton Planning & Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Hoxton Planning & 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 		$273K Sell
1,190
-16
-1% -$3.4K 0.07% 187
2026
Q1 		$261K Sell
1,206
-6
-0.5% -$1.39K 0.08% 180
2025
Q4 		$314K Sell
1,212
-328
-21% -$86.8K 0.09% 150
2025
Q3 		$477K Buy
1,540
+6
+0.4% +$1.81K 0.15% 113
2025
Q2 		$491K Sell
1,534
-23
-1% -$7.58K 0.17% 110
2025
Q1 		$538K Buy
1,557
+7
+0.5% +$2.21K 0.21% 99
2024
Q4 		$440K Sell
1,550
-2
-0.1% -$582 0.17% 117
2024
Q3 		$437K Sell
1,552
-1
-0.1% -$282 0.17% 111
2024
Q2 		$403K Sell
1,553
-22
-1% -$5.46K 0.19% 94
2024
Q1 		$394K Buy
1,575
+19
+1% +$4.57K 0.19% 100
2023
Q4 		$350K Sell
1,556
-292
-16% -$69.2K 0.19% 99
2023
Q3 		$421K Sell
1,848
-12
-0.6% -$2.69K 0.27% 73
2023
Q2 		$408K Sell
1,860
-432
-19% -$89.9K 0.25% 81
2023
Q1 		$438K Sell
2,292
-44
-2% -$8.35K 0.24% 83
2022
Q4 		$440K Buy
+2,336
New +$437K 0.23% 89

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

Hoxton Planning & Management's AJG Position: Q2 2026 in Review

Hoxton Planning & Management reduced its Arthur J. Gallagher & Co (AJG) stake by 1.3% in Q2 2026, selling an estimated $3.4K and leaving 1,190 shares worth $273K. The position accounts for 0.07% of the portfolio, ranked #187.

Hoxton Planning & Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $538K in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Hoxton Planning & Management held 1,190 shares of Arthur J. Gallagher & Co worth $273K as of Q2 2026.
  • Hoxton Planning & Management sold 16 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.4K.
  • Arthur J. Gallagher & Co made up 0.07% of Hoxton Planning & Management's portfolio in Q2 2026, its #187 holding.
  • Hoxton Planning & Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Hoxton Planning & Management's Arthur J. Gallagher & Co position peaked at $538K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.