Kovitz Investment Group Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Kovitz Investment Group Partners’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	$927K	Sell	4,038 -298	-7%	-$63.3K	0.02%	327
2026 Q1	$939K	Sell	4,336 -16	-0.4%	-$3.7K	0.02%	328
2025 Q4	$1.13M	Sell	4,352 -440,744	-99%	-$117M	0.02%	303
2025 Q3	$138M	Buy	445,096 +4,557	+1%	+$1.37M	0.54%	41
2025 Q2	$141M	Sell	440,539 -47,929	-10%	-$15.8M	0.6%	39
2025 Q1	$169M	Sell	488,468 -9,009	-2%	-$2.85M	0.85%	29
2024 Q4	$141M	Buy	497,477 +485,855	+4,180%	+$141M	0.69%	37
2024 Q3	$279K	Buy	+11,622	New	+$3.28M	﹤0.01%	890

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

Kovitz Investment Group Partners's AJG Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 6.9% in Q2 2026, selling an estimated $63.3K and leaving 4,038 shares worth $927K. The position accounts for 0.02% of the portfolio, ranked #327.

Kovitz Investment Group Partners first reported a position in AJG in Q3 2024 and has held it in 8 quarters since. The position peaked at $169M in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Kovitz Investment Group Partners held 4,038 shares of Arthur J. Gallagher & Co worth $927K as of Q2 2026.
Kovitz Investment Group Partners sold 298 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $63.3K.
Arthur J. Gallagher & Co made up 0.02% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #327 holding.
Kovitz Investment Group Partners first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's Arthur J. Gallagher & Co position peaked at $169M in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.