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J.W. Cole Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

J.W. Cole Advisors’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 		$1.21M Buy
+5,276
New +$1.12M 0.02% 691
2026
Q1 		– Sell
-6,004
Closed -$1.44M – 795
2025
Q4 		$1.44M Sell
6,004
-166
-3% -$43.9K 0.03% 510
2025
Q3 		$1.91M Sell
6,170
-84
-1% -$25.3K 0.04% 479
2025
Q2 		$2M Buy
6,254
+764
+14% +$252K 0.04% 417
2025
Q1 		$1.9M Buy
5,490
+4,509
+460% +$1.42M 0.06% 335
2024
Q4 		$278K Buy
981
+16
+2% +$4.66K 0.01% 806
2024
Q3 		$272K Buy
965
+5
+0.5% +$1.41K 0.01% 807
2024
Q2 		$249K Sell
960
-23
-2% -$5.71K 0.01% 767
2024
Q1 		$246K Buy
983
+44
+5% +$10.6K 0.01% 765
2023
Q4 		$211K Sell
939
-53
-5% -$12.6K 0.01% 746
2023
Q3 		$226K Sell
992
-19
-2% -$4.25K 0.02% 647
2023
Q2 		$222K Buy
+1,011
New +$210K 0.02% 670
2020
Q4 		– Sell
-8,493
Closed -$897K – 636
2020
Q3 		$897K Buy
+8,493
New +$881K 0.07% 271

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

J.W. Cole Advisors's AJG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 5,276 shares worth $1.21M. The stake represents 0.02% of the portfolio and ranks #691 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in AJG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in AJG in Q3 2020 and has held it in 13 quarters since. The position peaked at $2M in Q2 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • J.W. Cole Advisors held 5,276 shares of Arthur J. Gallagher & Co worth $1.21M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new J.W. Cole Advisors position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #691 holding.
  • J.W. Cole Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 13 quarters since.
  • J.W. Cole Advisors's Arthur J. Gallagher & Co position peaked at $2M in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.