Jones Financial Companies
AJG icon

Jones Financial Companies’s Arthur J. Gallagher & Co AJG Stock Holding History

Jones Financial Companies’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 		$95.9M Buy
424,430
+202,392
+91% +$43M 0.04% 255
2026
Q1 		$46M Buy
222,038
+208,966
+1,599% +$48.3M 0.02% 364
2025
Q4 		$3.38M Buy
13,072
+1,027
+9% +$272K ﹤0.01% 773
2025
Q3 		$3.66M Buy
12,045
+1,520
+14% +$458K ﹤0.01% 665
2025
Q2 		$3.34M Buy
10,525
+5,281
+101% +$1.74M ﹤0.01% 609
2025
Q1 		$1.79M Buy
5,244
+2,001
+62% +$632K ﹤0.01% 686
2024
Q4 		$921K Buy
3,243
+2,502
+338% +$728K ﹤0.01% 771
2024
Q3 		$207K Buy
741
+580
+360% +$164K ﹤0.01% 1122
2024
Q2 		$41.7K Buy
161
+78
+94% +$19.4K ﹤0.01% 1313
2024
Q1 		$20.8K Buy
83
+31
+60% +$7.45K ﹤0.01% 897
2023
Q4 		$11.7K Buy
52
+40
+333% +$9.47K ﹤0.01% 660
2023
Q3 		$2.73K Buy
+12
New +$2.69K ﹤0.01% 549
2023
Q2 		– Sell
-25
Closed -$4.78K – 530
2023
Q1 		$4.78K Buy
25
+24
+2,400% +$4.55K ﹤0.01% 522
2022
Q4 		$0 Sell
1
-59
-98% -$11K ﹤0.01% 728
2022
Q3 		$10K Hold
60
– – ﹤0.01% 421
2022
Q2 		$10K Buy
+60
New +$9.96K ﹤0.01% 470
2022
Q1 		– Sell
-14
Closed -$2K – 682
2021
Q4 		$2K Hold
14
– – ﹤0.01% 713
2021
Q3 		$2K Sell
14
-5
-26% -$715 ﹤0.01% 618
2021
Q2 		$3K Buy
19
+14
+280% +$1.98K ﹤0.01% 587
2021
Q1 		$1K Sell
5
-39
-89% -$4.71K ﹤0.01% 761
2020
Q4 		$5K Buy
+44
New +$5.01K ﹤0.01% 491

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

Jones Financial Companies's AJG Position: Q2 2026 in Review

Jones Financial Companies increased its Arthur J. Gallagher & Co (AJG) stake by 91% in Q2 2026, buying an estimated $43M and bringing the position to 424,430 shares worth $95.9M. The position accounts for 0.04% of the portfolio, ranked #255.

Jones Financial Companies first reported a position in AJG in Q4 2020 and has held it in 21 quarters since. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Jones Financial Companies held 424,430 shares of Arthur J. Gallagher & Co worth $95.9M as of Q2 2026.
  • Jones Financial Companies bought 202,392 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $43M.
  • Arthur J. Gallagher & Co made up 0.04% of Jones Financial Companies's portfolio in Q2 2026, its #255 holding.
  • Jones Financial Companies first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 21 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.