JIR
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James Investment Research’s Arthur J. Gallagher & Co AJG Stock Holding History

James Investment Research’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 		$3.26M Sell
14,208
-326
-2% -$69.2K 0.33% 75
2026
Q1 		$3.15M Sell
14,534
-9,437
-39% -$2.18M 0.35% 70
2025
Q4 		$6.2M Sell
23,971
-1,575
-6% -$417K 0.68% 37
2025
Q3 		$7.91M Sell
25,546
-458
-2% -$138K 0.86% 30
2025
Q2 		$8.32M Sell
26,004
-602
-2% -$198K 0.99% 27
2025
Q1 		$9.19M Sell
26,606
-283
-1% -$89.4K 1.17% 21
2024
Q4 		$7.63M Sell
26,889
-195
-0.7% -$56.7K 0.91% 31
2024
Q3 		$7.62M Sell
27,084
-601
-2% -$169K 0.88% 30
2024
Q2 		$7.18M Sell
27,685
-1,444
-5% -$358K 0.86% 30
2024
Q1 		$7.28M Sell
29,129
-2,868
-9% -$689K 0.87% 35
2023
Q4 		$7.2M Sell
31,997
-3,379
-10% -$800K 0.9% 31
2023
Q3 		$8.06M Sell
35,376
-490
-1% -$110K 1.06% 25
2023
Q2 		$7.88M Sell
35,866
-454
-1% -$94.5K 1.01% 29
2023
Q1 		$6.95M Buy
36,320
+236
+0.7% +$44.8K 0.92% 33
2022
Q4 		$6.8M Sell
36,084
-2,491
-6% -$466K 0.95% 29
2022
Q3 		$6.61M Sell
38,575
-536
-1% -$95.1K 0.94% 26
2022
Q2 		$6.38M Buy
39,111
+33
+0.1% +$5.48K 0.85% 32
2022
Q1 		$6.82M Sell
39,078
-1,509
-4% -$241K 0.72% 41
2021
Q4 		$6.89M Sell
40,587
-1,476
-4% -$241K 0.63% 53
2021
Q3 		$6.25M Sell
42,063
-644
-2% -$92.1K 0.58% 57
2021
Q2 		$5.98M Buy
42,707
+10,178
+31% +$1.44M 0.51% 63
2021
Q1 		$4.06M Buy
32,529
+18,156
+126% +$2.19M 0.37% 86
2020
Q4 		$1.78M Buy
14,373
+14,254
+11,978% +$1.62M 0.16% 130
2020
Q3 		$13K Buy
+119
New +$12.3K ﹤0.01% 410

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

James Investment Research's AJG Position: Q2 2026 in Review

James Investment Research reduced its Arthur J. Gallagher & Co (AJG) stake by 2.2% in Q2 2026, selling an estimated $69.2K and leaving 14,208 shares worth $3.26M. The position accounts for 0.33% of the portfolio, ranked #75.

James Investment Research first reported a position in AJG in Q3 2020 and has held it in 24 quarters since. The position peaked at $9.19M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • James Investment Research held 14,208 shares of Arthur J. Gallagher & Co worth $3.26M as of Q2 2026.
  • James Investment Research sold 326 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $69.2K.
  • Arthur J. Gallagher & Co made up 0.33% of James Investment Research's portfolio in Q2 2026, its #75 holding.
  • James Investment Research first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 24 quarters since.
  • James Investment Research's Arthur J. Gallagher & Co position peaked at $9.19M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.