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Kathmere Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Kathmere Capital Management’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 		$319K Buy
1,391
+149
+12% +$31.6K 0.02% 514
2026
Q1 		$269K Sell
1,242
-27
-2% -$6.24K 0.02% 498
2025
Q4 		$328K Buy
1,269
+53
+4% +$14K 0.02% 404
2025
Q3 		$377K Sell
1,216
-10
-0.8% -$3.02K 0.03% 345
2025
Q2 		$393K Buy
1,226
+14
+1% +$4.62K 0.03% 326
2025
Q1 		$419K Buy
1,212
+16
+1% +$5.05K 0.04% 277
2024
Q4 		$340K Buy
1,196
+33
+3% +$9.6K 0.03% 294
2024
Q3 		$327K Buy
1,163
+10
+0.9% +$2.82K 0.03% 278
2024
Q2 		$299K Buy
+1,153
New +$286K 0.03% 257
2022
Q4 		– Sell
-2,131
Closed -$365K – 201
2022
Q3 		$365K Buy
+2,131
New +$378K 0.07% 108

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

Kathmere Capital Management's AJG Position: Q2 2026 in Review

Kathmere Capital Management increased its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, buying an estimated $31.6K and bringing the position to 1,391 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #514.

Kathmere Capital Management first reported a position in AJG in Q3 2022 and has held it in 10 quarters since. The position peaked at $419K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Kathmere Capital Management held 1,391 shares of Arthur J. Gallagher & Co worth $319K as of Q2 2026.
  • Kathmere Capital Management bought 149 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $31.6K.
  • Arthur J. Gallagher & Co made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #514 holding.
  • Kathmere Capital Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 10 quarters since.
  • Kathmere Capital Management's Arthur J. Gallagher & Co position peaked at $419K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.