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J. Safra Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

J. Safra Asset Management’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
-131
Closed -$28.4K – 635
2026
Q1 		$28.4K Sell
131
-3,100
-96% -$716K ﹤0.01% 288
2025
Q4 		$836K Buy
3,231
+3,117
+2,734% +$825K 0.04% 118
2025
Q3 		$35.3K Buy
114
+12
+12% +$3.62K ﹤0.01% 223
2025
Q2 		$32.7K Buy
102
+69
+209% +$22.7K ﹤0.01% 226
2025
Q1 		$11.4K Sell
33
-15
-31% -$4.74K ﹤0.01% 287
2024
Q4 		$13.7K Buy
+48
New +$14K ﹤0.01% 274
2024
Q1 		– Sell
-11
Closed -$2.47K – 169
2023
Q4 		$2.47K Buy
+11
New +$2.6K ﹤0.01% 124
2016
Q3 		– Sell
-1,472
Closed -$70K – 154
2016
Q2 		$70K Hold
1,472
– – 0.11% 79
2016
Q1 		$65K Buy
+1,472
New +$58.8K 0.05% 99

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 $3.38T AUM 44.17% 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

J. Safra Asset Management's AJG Position: Q2 2026 in Review

J. Safra Asset Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 131 shares — an estimated $28.4K sold.

J. Safra Asset Management first reported a position in AJG in Q1 2016 and held it in 9 quarters. The position peaked at $836K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • J. Safra Asset Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 131 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $28.4K.
  • J. Safra Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2016 and held it in 9 quarters.
  • J. Safra Asset Management's Arthur J. Gallagher & Co position peaked at $836K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.