Johnson Financial Group Inc (Wisconsin)’s Arthur J. Gallagher & Co AJG Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$5.74K	Sell	25 -46	-65%	-$9.77K	﹤0.01%	678
2026 Q1	$15.4K	Sell	71 -801	-92%	-$185K	﹤0.01%	597
2025 Q4	$226K	Sell	872 -2,314	-73%	-$613K	0.01%	314
2025 Q3	$987K	Buy	3,186 +2,926	+1,125%	+$882K	0.04%	178
2025 Q2	$83.2K	Buy	260 +153	+143%	+$50.4K	﹤0.01%	399
2025 Q1	$36.9K	Sell	107 -6	-5%	-$1.9K	﹤0.01%	659
2024 Q4	$34.1K	Buy	113 +76	+205%	+$22.1K	﹤0.01%	545
2024 Q3	$10.4K	Buy	37 +22	+147%	+$6.2K	﹤0.01%	673
2024 Q2	$3.89K	Buy	+15	New	+$3.72K	﹤0.01%	627
2023 Q4	–	Sell	-31	Closed	-$7.07K	–	919
2023 Q3	$7.07K	Sell	31 -179	-85%	-$40.1K	﹤0.01%	548
2023 Q2	$46.1K	Buy	+210	New	+$43.7K	﹤0.01%	414
2023 Q1	–	Sell	-432	Closed	-$81.4K	–	615
2022 Q4	$81.4K	Hold	432	–	–	0.01%	309
2022 Q3	$74K	Buy	+432	New	+$76.7K	0.01%	319

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AJG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Arthur J. Gallagher & Co (AJG) stake by 65% in Q2 2026, selling an estimated $9.77K and leaving 25 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

Johnson Financial Group Inc (Wisconsin) first reported a position in AJG in Q3 2022 and has held it in 13 quarters since. The position peaked at $987K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 25 shares of Arthur J. Gallagher & Co worth $5.74K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 46 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $9.77K.
Arthur J. Gallagher & Co made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #678 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 13 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Arthur J. Gallagher & Co position peaked at $987K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.