Jefferies Financial Group
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Jefferies Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Jefferies Financial Group’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 		$684K Sell
3,000
-3,425
-53% -$859K 0.01% 895
2026
Q2 		$1.47M Sell
6,425
-3,282
-34% -$697K 0.01% 806
2026
Q1 		$2.1M Buy
9,707
+5,590
+136% +$1.29M 0.01% 629
2025
Q4 		$1.07M Sell
4,117
-7,083
-63% -$1.88M 0.01% 1043
2025
Q3 		$3.47M Buy
11,200
+6,200
+124% +$1.87M 0.02% 467
2025
Q2 		$1.6M Buy
+5,000
New +$1.65M 0.01% 584
2025
Q1 		– Sell
-5,770
Closed -$1.64M – 1580
2024
Q4 		$1.64M Buy
5,770
+4,764
+474% +$1.39M 0.01% 738
2024
Q3 		$283K Sell
1,006
-2,360
-70% -$666K ﹤0.01% 1138
2024
Q2 		$873K Buy
+3,366
New +$835K 0.01% 797
2024
Q1 		– Sell
-2,899
Closed -$652K – 1575
2023
Q4 		$652K Buy
2,899
+1,892
+188% +$448K ﹤0.01% 1112
2023
Q3 		$230K Buy
+1,007
New +$225K ﹤0.01% 1303

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

Jefferies Financial Group's AJG Position: Q3 2026 in Review

Jefferies Financial Group reduced its Arthur J. Gallagher & Co (AJG) stake by 53% in Q3 2026, selling an estimated $859K and leaving 3,000 shares worth $684K. The position accounts for 0.01% of the portfolio, ranked #895.

Jefferies Financial Group first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q3 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Jefferies Financial Group held 3,000 shares of Arthur J. Gallagher & Co worth $684K as of Q3 2026.
  • Jefferies Financial Group sold 3,425 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $859K.
  • Arthur J. Gallagher & Co made up 0.01% of Jefferies Financial Group's portfolio in Q3 2026, its #895 holding.
  • Jefferies Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Arthur J. Gallagher & Co position peaked at $3.47M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.