Knollwood Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Knollwood Investment Advisory’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	$2.1M	Hold	9,168	–	–	0.19%	96
2026 Q1	$1.99M	Hold	9,168	–	–	0.2%	101
2025 Q4	$2.37M	Hold	9,168	–	–	0.22%	95
2025 Q3	$2.84M	Sell	9,168 -32	-0.3%	-$9.65K	0.26%	82
2025 Q2	$2.95M	Hold	9,200	–	–	0.28%	83
2025 Q1	$3.18M	Hold	9,200	–	–	0.35%	64
2024 Q4	$2.61M	Hold	9,200	–	–	0.27%	90
2024 Q3	$2.59M	Hold	9,200	–	–	0.28%	93
2024 Q2	$2.39M	Buy	+9,200	New	+$2.28M	0.27%	89

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 $3.38T AUM 44.17% 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

Knollwood Investment Advisory's AJG Position: Q2 2026 in Review

Knollwood Investment Advisory held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 9,168 shares worth $2.1M. The position accounts for 0.19% of the portfolio, ranked #96.

Knollwood Investment Advisory first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.18M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Knollwood Investment Advisory held 9,168 shares of Arthur J. Gallagher & Co worth $2.1M as of Q2 2026.
Knollwood Investment Advisory left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.19% of Knollwood Investment Advisory's portfolio in Q2 2026, its #96 holding.
Knollwood Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Knollwood Investment Advisory's Arthur J. Gallagher & Co position peaked at $3.18M in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Knollwood Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.