IC
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IEQ Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

IEQ Capital’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 		$4.71M Sell
20,527
-71
-0.3% -$15.1K 0.02% 514
2026
Q1 		$4.46M Buy
20,598
+119
+0.6% +$27.5K 0.02% 528
2025
Q4 		$5.3M Sell
20,479
-198
-1% -$52.4K 0.02% 503
2025
Q3 		$6.4M Sell
20,677
-252
-1% -$76K 0.02% 427
2025
Q2 		$6.7M Sell
20,929
-6,811
-25% -$2.25M 0.04% 344
2025
Q1 		$9.58M Buy
27,740
+4,914
+22% +$1.55M 0.08% 193
2024
Q4 		$6.48M Sell
22,826
-8,244
-27% -$2.4M 0.06% 219
2024
Q3 		$8.74M Sell
31,070
-122
-0.4% -$34.4K 0.11% 135
2024
Q2 		$8.09M Buy
31,192
+1,847
+6% +$458K 0.11% 120
2024
Q1 		$7.34M Buy
29,345
+551
+2% +$132K 0.11% 129
2023
Q4 		$6.48M Buy
28,794
+42
+0.1% +$9.95K 0.11% 126
2023
Q3 		$6.55M Buy
28,752
+21,068
+274% +$4.72M 0.13% 108
2023
Q2 		$1.69M Sell
7,684
-178
-2% -$37K 0.03% 293
2023
Q1 		$1.5M Buy
7,862
+456
+6% +$86.5K 0.03% 300
2022
Q4 		$1.4M Buy
7,406
+37
+0.5% +$6.92K 0.04% 302
2022
Q3 		$1.26M Buy
7,369
+4,222
+134% +$749K 0.03% 314
2022
Q2 		$513K Buy
3,147
+1,052
+50% +$175K 0.02% 466
2022
Q1 		$366K Buy
2,095
+479
+30% +$76.4K 0.01% 586
2021
Q4 		$274K Buy
1,616
+184
+13% +$30.1K 0.01% 613
2021
Q3 		$213K Buy
+1,432
New +$205K 0.01% 657

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

IEQ Capital's AJG Position: Q2 2026 in Review

IEQ Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 0.34% in Q2 2026, selling an estimated $15.1K and leaving 20,527 shares worth $4.71M. The position accounts for 0.02% of the portfolio, ranked #514.

IEQ Capital first reported a position in AJG in Q3 2021 and has held it in 20 quarters since. The position peaked at $9.58M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • IEQ Capital held 20,527 shares of Arthur J. Gallagher & Co worth $4.71M as of Q2 2026.
  • IEQ Capital sold 71 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $15.1K.
  • Arthur J. Gallagher & Co made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #514 holding.
  • IEQ Capital first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 20 quarters since.
  • IEQ Capital's Arthur J. Gallagher & Co position peaked at $9.58M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.