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KCM Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

KCM Investment Advisors’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 		$271K Sell
1,182
-155
-12% -$32.9K 0.01% 363
2026
Q1 		$290K Buy
1,337
+192
+17% +$44.3K 0.01% 349
2025
Q4 		$296K Buy
1,145
+18
+2% +$4.76K 0.01% 330
2025
Q3 		$349K Buy
1,127
+44
+4% +$13.3K 0.01% 302
2025
Q2 		$347K Sell
1,083
-8
-0.7% -$2.64K 0.01% 303
2025
Q1 		$377K Buy
1,091
+9
+0.8% +$2.84K 0.01% 282
2024
Q4 		$307K Sell
1,082
-2
-0.2% -$582 0.01% 308
2024
Q3 		$305K Sell
1,084
-25
-2% -$7.05K 0.01% 320
2024
Q2 		$288K Hold
1,109
– – 0.01% 315
2024
Q1 		$277K Buy
1,109
+24
+2% +$5.77K 0.01% 330
2023
Q4 		$244K Sell
1,085
-24
-2% -$5.68K 0.01% 337
2023
Q3 		$253K Sell
1,109
-6
-0.5% -$1.34K 0.01% 333
2023
Q2 		$245K Sell
1,115
-144
-11% -$30K 0.01% 356
2023
Q1 		$241K Buy
1,259
+31
+3% +$5.88K 0.01% 377
2022
Q4 		$232K Buy
1,228
+33
+3% +$6.17K 0.01% 370
2022
Q3 		$205K Buy
+1,195
New +$212K 0.01% 365
2022
Q2 		– Sell
-1,204
Closed -$210K – 385
2022
Q1 		$210K Sell
1,204
-34
-3% -$5.42K 0.01% 399
2021
Q4 		$210K Sell
1,238
-149
-11% -$24.3K 0.01% 401
2021
Q3 		$206K Buy
+1,387
New +$198K 0.01% 381
2021
Q1 		– Sell
-4,090
Closed -$506K – 368
2020
Q4 		$506K Buy
4,090
+1,688
+70% +$192K 0.02% 237
2020
Q3 		$254K Buy
2,402
+117
+5% +$12.1K 0.01% 280
2020
Q2 		$223K Buy
+2,285
New +$202K 0.01% 313

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

KCM Investment Advisors's AJG Position: Q2 2026 in Review

KCM Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, selling an estimated $32.9K and leaving 1,182 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #363.

KCM Investment Advisors first reported a position in AJG in Q2 2020 and has held it in 22 quarters since. The position peaked at $506K in Q4 2020. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • KCM Investment Advisors held 1,182 shares of Arthur J. Gallagher & Co worth $271K as of Q2 2026.
  • KCM Investment Advisors sold 155 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $32.9K.
  • Arthur J. Gallagher & Co made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • KCM Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 22 quarters since.
  • KCM Investment Advisors's Arthur J. Gallagher & Co position peaked at $506K in Q4 2020.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.