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

Lantz 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 Q3	$442K	Sell	1,939 -162	-8%	-$40.6K	0.08%	193
2026 Q2	$482K	Buy	2,101 +21	+1%	+$4.46K	0.09%	181
2026 Q1	$450K	Buy	2,080 +3	+0.1%	+$693	0.09%	175
2025 Q4	$538K	Sell	2,077 -11	-0.5%	-$2.91K	0.11%	156
2025 Q3	$647K	Buy	2,088 +135	+7%	+$40.7K	0.14%	141
2025 Q2	$625K	Buy	1,953 +10	+0.5%	+$3.3K	0.16%	129
2025 Q1	$671K	Buy	1,943 +152	+8%	+$48K	0.18%	123
2024 Q4	$508K	Buy	1,791 +319	+22%	+$92.8K	0.14%	137
2024 Q3	$414K	Buy	1,472 +10	+0.7%	+$2.82K	0.11%	153
2024 Q2	$379K	Buy	1,462 +17	+1%	+$4.22K	0.12%	146
2024 Q1	$361K	Sell	1,445 -17	-1%	-$4.09K	0.12%	145
2023 Q4	$329K	Buy	+1,462	New	+$346K	0.12%	147

Other funds holding AJG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Lantz Financial's AJG Position: Q3 2026 in Review

Lantz Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 7.7% in Q3 2026, selling an estimated $40.6K and leaving 1,939 shares worth $442K. The position accounts for 0.08% of the portfolio, ranked #193.

Lantz Financial first reported a position in AJG in Q4 2023 and has held it in 12 quarters since. The position peaked at $671K in Q1 2025. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Lantz Financial held 1,939 shares of Arthur J. Gallagher & Co worth $442K as of Q3 2026.
Lantz Financial sold 162 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $40.6K.
Arthur J. Gallagher & Co made up 0.08% of Lantz Financial's portfolio in Q3 2026, its #193 holding.
Lantz Financial first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 12 quarters since.
Lantz Financial's Arthur J. Gallagher & Co position peaked at $671K in Q1 2025.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.