InceptionR’s Arthur J. Gallagher & Co AJG Stock Holding History

InceptionR’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	–	Sell	-3,720	Closed	-$806K	–	635
2026 Q1	$806K	Sell	3,720 -285	-7%	-$65.8K	0.19%	164
2025 Q4	$1.04M	Buy	4,005 +2,411	+151%	+$638K	0.29%	96
2025 Q3	$494K	Sell	1,594 -5,580	-78%	-$1.68M	0.12%	314
2025 Q2	$2.3M	Buy	7,174 +6,420	+851%	+$2.12M	0.53%	8
2025 Q1	$260K	Sell	754 -5,048	-87%	-$1.59M	0.08%	412
2024 Q4	$1.65M	Sell	5,802 -376	-6%	-$109K	0.37%	59
2024 Q3	$1.74M	Buy	+6,178	New	+$1.74M	0.42%	26
2024 Q2	–	Sell	-8,329	Closed	-$2.08M	–	579
2024 Q1	$2.08M	Buy	+8,329	New	+$2M	0.54%	6
2023 Q4	–	Sell	-2,299	Closed	-$524K	–	341
2023 Q3	$524K	Buy	+2,299	New	+$515K	0.3%	141
2023 Q2	–	Sell	-1,941	Closed	-$371K	–	403
2023 Q1	$371K	Buy	+1,941	New	+$368K	0.12%	316

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

InceptionR's AJG Position: Q2 2026 in Review

InceptionR sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 3,720 shares — an estimated $806K sold.

InceptionR first reported a position in AJG in Q1 2023 and held it in 10 quarters. The position peaked at $2.3M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

InceptionR reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
InceptionR sold 3,720 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $806K.
InceptionR first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 10 quarters.
InceptionR's Arthur J. Gallagher & Co position peaked at $2.3M in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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