IFP Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $331K | Sell |
1,440
-1,700
| -54% | -$361K | 0.01% | 1240 |
|
|
2026
Q1 | $680K | Buy |
3,140
+19
| +0.6% | +$4.39K | 0.01% | 845 |
|
|
2025
Q4 | $808K | Sell |
3,121
-127
| -4% | -$33.6K | 0.02% | 737 |
|
|
2025
Q3 | $1.01M | Buy |
3,248
+225
| +7% | +$67.8K | 0.03% | 596 |
|
|
2025
Q2 | $988K | Buy |
3,023
+867
| +40% | +$286K | 0.03% | 584 |
|
|
2025
Q1 | $744K | Buy |
2,156
+416
| +24% | +$131K | 0.02% | 632 |
|
|
2024
Q4 | $499K | Sell |
1,740
-3
| -0.2% | -$873 | 0.02% | 735 |
|
|
2024
Q3 | $490K | Sell |
1,743
-153
| -8% | -$43.1K | 0.02% | 705 |
|
|
2024
Q2 | $492K | Sell |
1,896
-283
| -13% | -$70.2K | 0.02% | 664 |
|
|
2024
Q1 | $545K | Sell |
2,179
-24
| -1% | -$5.77K | 0.02% | 579 |
|
|
2023
Q4 | $495K | Sell |
2,203
-337
| -13% | -$79.8K | 0.02% | 587 |
|
|
2023
Q3 | $579K | Sell |
2,540
-303
| -11% | -$67.8K | 0.03% | 542 |
|
|
2023
Q2 | $624K | Sell |
2,843
-1,627
| -36% | -$339K | 0.03% | 577 |
|
|
2023
Q1 | $159K | Buy |
4,470
+1,346
| +43% | +$255K | 0.01% | 1041 |
|
|
2022
Q4 | $198K | Buy |
3,124
+317
| +11% | +$59.3K | 0.01% | 1356 |
|
|
2022
Q3 | $137K | Buy |
2,807
+1,456
| +108% | +$258K | ﹤0.01% | 1641 |
|
|
2022
Q2 | $64K | Hold |
1,351
| – | – | ﹤0.01% | 1983 |
|
|
2022
Q1 | $64K | Buy |
1,351
+596
| +79% | +$95K | ﹤0.01% | 1983 |
|
|
2021
Q4 | $127K | Buy |
755
+109
| +17% | +$17.8K | ﹤0.01% | 1161 |
|
|
2021
Q3 | $97K | Buy |
646
+40
| +7% | +$5.72K | ﹤0.01% | 1309 |
|
|
2021
Q2 | $83K | Sell |
606
-160
| -21% | -$22.6K | ﹤0.01% | 1318 |
|
|
2021
Q1 | $95K | Buy |
766
+209
| +38% | +$25.2K | ﹤0.01% | 1188 |
|
|
2020
Q4 | $67K | Buy |
557
+12
| +2% | +$1.37K | ﹤0.01% | 1317 |
|
|
2020
Q3 | $57K | Buy |
545
+17
| +3% | +$1.76K | ﹤0.01% | 1237 |
|
|
2020
Q2 | $52K | Sell |
528
-14,502
| -96% | -$1.28M | ﹤0.01% | 1199 |
|
|
2020
Q1 | $1.22M | Buy |
15,030
+770
| +5% | +$73.7K | 0.12% | 180 |
|
|
2019
Q4 | $1.35M | Buy |
14,260
+9,905
| +227% | +$907K | 0.1% | 227 |
|
|
2019
Q3 | $385K | Buy |
+4,355
| New | +$392K | 0.03% | 557 |
|
|
2019
Q1 | $43K | Sell |
531
-514
| -49% | -$39.6K | 0.01% | 1024 |
|
|
2018
Q4 | $76K | Sell |
1,045
-5,010
| -83% | -$374K | ﹤0.01% | 1349 |
|
|
2018
Q3 | $451K | Buy |
6,055
+119
| +2% | +$8.53K | 0.02% | 711 |
|
|
2018
Q2 | $388K | Sell |
5,936
-75
| -1% | -$5.08K | 0.02% | 767 |
|
|
2018
Q1 | $380K | Hold |
6,011
| – | – | 0.02% | 728 |
|
|
2017
Q4 | $380K | Sell |
6,011
-1,115
| -16% | -$71.2K | 0.02% | 727 |
|
|
2017
Q3 | $439K | Buy |
7,126
+51
| +0.7% | +$3K | 0.02% | 739 |
|
|
2017
Q2 | $405K | Buy |
7,075
+51
| +0.7% | +$2.88K | 0.02% | 762 |
|
|
2017
Q1 | $397K | Sell |
7,024
-156
| -2% | -$8.6K | 0.02% | 780 |
|
|
2016
Q4 | $373K | Buy |
7,180
+57
| +0.8% | +$2.87K | 0.02% | 758 |
|
|
2016
Q3 | $362K | Sell |
7,123
-2,159
| -23% | -$107K | 0.02% | 713 |
|
|
2016
Q2 | $442K | Buy |
9,282
+8,751
| +1,648% | +$406K | 0.02% | 592 |
|
|
2016
Q1 | $43K | Sell |
531
-8,898
| -94% | -$355K | 0.01% | 1024 |
|
|
2015
Q4 | $386K | Buy |
+9,429
| New | +$405K | 0.03% | 563 |
|
Other funds holding AJG
IFP Advisors's AJG Position: Q2 2026 in Review
IFP Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 54% in Q2 2026, selling an estimated $361K and leaving 1,440 shares worth $331K. The position accounts for 0.01% of the portfolio, ranked #1240.
IFP Advisors first reported a position in AJG in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.35M in Q4 2019. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- IFP Advisors held 1,440 shares of Arthur J. Gallagher & Co worth $331K as of Q2 2026.
- IFP Advisors sold 1,700 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $361K.
- Arthur J. Gallagher & Co made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1240 holding.
- IFP Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Arthur J. Gallagher & Co position peaked at $1.35M in Q4 2019.
- 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.