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Independent Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Independent Financial Group’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 		$207K Buy
+900
New +$191K ﹤0.01% 1465
2025
Q4 		– Sell
-1,036
Closed -$321K – 1408
2025
Q3 		$321K Buy
1,036
+162
+19% +$48.8K 0.01% 1058
2025
Q2 		$280K Buy
874
+284
+48% +$93.6K 0.01% 1063
2025
Q1 		$204K Buy
+590
New +$186K 0.01% 1111

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

Independent Financial Group's AJG Position: Q2 2026 in Review

Independent Financial Group opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 900 shares worth $207K. The stake represents ﹤0.01% of the portfolio and ranks #1465 among its holdings. This is a return to the name: Independent Financial Group previously reported a position in AJG as recently as Q3 2025.

Independent Financial Group first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. The position peaked at $321K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Independent Financial Group held 900 shares of Arthur J. Gallagher & Co worth $207K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Independent Financial Group position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1465 holding.
  • Independent Financial Group first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • Independent Financial Group's Arthur J. Gallagher & Co position peaked at $321K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.