JFG
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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
2025
Q4 		– Sell
-1,000
Closed -$310K – 1833
2025
Q3 		$310K Buy
+1,000
New +$301K ﹤0.01% 1199

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

Jefferies Financial Group's AJG Position: Q2 2026 in Review

Jefferies Financial Group reduced its Arthur J. Gallagher & Co (AJG) stake by 34% in Q2 2026, selling an estimated $697K and leaving 6,425 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #806.

Jefferies Financial Group first reported a position in AJG in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.47M in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Jefferies Financial Group held 6,425 shares of Arthur J. Gallagher & Co worth $1.47M as of Q2 2026.
  • Jefferies Financial Group sold 3,282 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $697K.
  • Arthur J. Gallagher & Co made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #806 holding.
  • Jefferies Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 10 quarters since.
  • Jefferies Financial Group's Arthur J. Gallagher & Co position peaked at $3.47M in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.