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

Krilogy Financial’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	$492K	Buy	2,142 +683	+47%	+$145K	0.01%	639
2026 Q1	$327K	Buy	+1,459	New	+$337K	0.01%	707
2018 Q4	–	Sell	-30	Closed	-$2K	–	157
2018 Q3	$2K	Buy	+30	New	+$2.15K	﹤0.01%	705
2018 Q1	–	Sell	-242	Closed	-$15K	–	765
2017 Q4	$15K	Hold	242	–	–	﹤0.01%	476
2017 Q3	$15K	Hold	242	–	–	﹤0.01%	522
2017 Q2	$14K	Hold	242	–	–	﹤0.01%	488
2017 Q1	$13K	Hold	242	–	–	﹤0.01%	480
2016 Q4	$13K	Hold	242	–	–	﹤0.01%	480
2016 Q3	$12K	Buy	+242	New	+$11.9K	﹤0.01%	499

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 $3.37T AUM 44.26% 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

Krilogy Financial's AJG Position: Q2 2026 in Review

Krilogy Financial increased its Arthur J. Gallagher & Co (AJG) stake by 47% in Q2 2026, buying an estimated $145K and bringing the position to 2,142 shares worth $492K. The position accounts for 0.01% of the portfolio, ranked #639.

Krilogy Financial first reported a position in AJG in Q3 2016 and has held it in 9 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Krilogy Financial held 2,142 shares of Arthur J. Gallagher & Co worth $492K as of Q2 2026.
Krilogy Financial bought 683 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $145K.
Arthur J. Gallagher & Co made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #639 holding.
Krilogy Financial first reported a position in Arthur J. Gallagher & Co in Q3 2016 and has held it in 9 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.