James Hambro & Partners
AJG icon

James Hambro & Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

James Hambro & Partners’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
Q3 		$3.25M Sell
14,250
-15,000
-51% -$3.76M 0.11% 31
2026
Q2 		$6.71M Buy
+29,250
New +$6.21M 0.24% 28

Other funds holding AJG

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

James Hambro & Partners's AJG Position: Q3 2026 in Review

James Hambro & Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 51% in Q3 2026, selling an estimated $3.76M and leaving 14,250 shares worth $3.25M. The position accounts for 0.11% of the portfolio, ranked #31.

James Hambro & Partners first reported a position in AJG in Q2 2026 and has held it in 2 quarters since. The position peaked at $6.71M in Q2 2026. 744 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • James Hambro & Partners held 14,250 shares of Arthur J. Gallagher & Co worth $3.25M as of Q3 2026.
  • James Hambro & Partners sold 15,000 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $3.76M.
  • Arthur J. Gallagher & Co made up 0.11% of James Hambro & Partners's portfolio in Q3 2026, its #31 holding.
  • James Hambro & Partners first reported a position in Arthur J. Gallagher & Co in Q2 2026 and has held it in 2 quarters since.
  • James Hambro & Partners's Arthur J. Gallagher & Co position peaked at $6.71M in Q2 2026.
  • 744 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on James Hambro & Partners's 13F filing for Q3 2026, filed 19 Oct 2026.