iSAM Funds (UK)’s Arthur J. Gallagher & Co AJG Stock Holding History

iSAM Funds (UK)’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	-3,956	Closed	-$857K	–	255
2026 Q1	$857K	Buy	+3,956	New	+$914K	0.42%	75
2025 Q3	–	Sell	-11,473	Closed	-$3.67M	–	608
2025 Q2	$3.67M	Buy	+11,473	New	+$3.78M	0.8%	14
2024 Q1	–	Sell	-1,693	Closed	-$381K	–	240
2023 Q4	$381K	Buy	+1,693	New	+$401K	0.27%	126
2023 Q3	–	Sell	-2,252	Closed	-$494K	–	226
2023 Q2	$494K	Buy	+2,252	New	+$469K	0.44%	91

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

iSAM Funds (UK)'s AJG Position: Q2 2026 in Review

iSAM Funds (UK) sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 3,956 shares — an estimated $857K sold.

iSAM Funds (UK) first reported a position in AJG in Q2 2023 and held it in 4 quarters. The position peaked at $3.67M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

iSAM Funds (UK) reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
iSAM Funds (UK) sold 3,956 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $857K.
iSAM Funds (UK) first reported a position in Arthur J. Gallagher & Co in Q2 2023 and held it in 4 quarters.
iSAM Funds (UK)'s Arthur J. Gallagher & Co position peaked at $3.67M in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on iSAM Funds (UK)'s 13F filing for Q2 2026, filed 12 Aug 2026.