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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
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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Lantz Financial's AJG Position: Q2 2026 in Review

Lantz Financial increased its Arthur J. Gallagher & Co (AJG) stake by 1% in Q2 2026, buying an estimated $4.46K and bringing the position to 2,101 shares worth $482K. The position accounts for 0.09% of the portfolio, ranked #181.

Lantz Financial first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $671K in Q1 2025. 240 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Lantz Financial held 2,101 shares of Arthur J. Gallagher & Co worth $482K as of Q2 2026.
  • Lantz Financial bought 21 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.46K.
  • Arthur J. Gallagher & Co made up 0.09% of Lantz Financial's portfolio in Q2 2026, its #181 holding.
  • Lantz Financial first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Lantz Financial's Arthur J. Gallagher & Co position peaked at $671K in Q1 2025.
  • 240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.