Leavell Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Leavell Investment Management’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	$2.35M	Buy	10,244 +329	+3%	+$69.9K	0.09%	213
2026 Q1	$2.15M	Buy	9,915 +144	+1%	+$33.3K	0.09%	211
2025 Q4	$2.53M	Buy	9,771 +1,136	+13%	+$301K	0.11%	187
2025 Q3	$2.67M	Sell	8,635 -703	-8%	-$212K	0.11%	185
2025 Q2	$2.99M	Buy	9,338 +319	+4%	+$105K	0.13%	160
2025 Q1	$3.11M	Buy	9,019 +127	+1%	+$40.1K	0.15%	145
2024 Q4	$2.52M	Buy	8,892 +26	+0.3%	+$7.57K	0.12%	167
2024 Q3	$2.49M	Buy	8,866 +142	+2%	+$40K	0.12%	166
2024 Q2	$2.26M	Hold	8,724	–	–	0.12%	164
2024 Q1	$2.18M	Buy	8,724 +7	+0.1%	+$1.68K	0.13%	162
2023 Q4	$1.96M	Hold	8,717	–	–	0.12%	171
2023 Q3	$1.99M	Hold	8,717	–	–	0.14%	160
2023 Q2	$1.91M	Hold	8,717	–	–	0.13%	158
2023 Q1	$1.67M	Sell	8,717 -61	-0.7%	-$11.6K	0.12%	173
2022 Q4	$1.66M	Hold	8,778	–	–	0.12%	173
2022 Q3	$1.5M	Sell	8,778 -613	-7%	-$109K	0.12%	172
2022 Q2	$1.53M	Sell	9,391 -67	-0.7%	-$11.1K	0.12%	172
2022 Q1	$1.65M	Hold	9,458	–	–	0.11%	168
2021 Q4	$1.6M	Hold	9,458	–	–	0.11%	178
2021 Q3	$1.41M	Buy	9,458 +61	+0.6%	+$8.73K	0.1%	178
2021 Q2	$1.17M	Hold	9,397	–	–	0.1%	185
2021 Q1	$1.17M	Buy	9,397 +28	+0.3%	+$3.38K	0.1%	185
2020 Q4	$1.16M	Hold	9,369	–	–	0.1%	180
2020 Q3	$989K	Sell	9,369 -1,429	-13%	-$148K	0.09%	186
2020 Q2	$1.05M	Buy	10,798 +825	+8%	+$73.1K	0.1%	175
2020 Q1	$813K	Buy	9,973 +149	+2%	+$14.3K	0.09%	179
2019 Q4	$936K	Buy	9,824 +39	+0.4%	+$3.57K	0.09%	192
2019 Q3	$876K	Hold	9,785	–	–	0.09%	192
2019 Q2	$857K	Hold	9,785	–	–	0.09%	194
2019 Q1	$764K	Hold	9,785	–	–	0.09%	206
2018 Q4	$721K	Hold	9,785	–	–	0.09%	202
2018 Q3	$728K	Hold	9,785	–	–	0.08%	218
2018 Q2	$639K	Hold	9,785	–	–	0.07%	226
2018 Q1	$673K	Hold	9,785	–	–	0.08%	227
2017 Q4	$619K	Hold	9,785	–	–	0.07%	231
2017 Q3	$602K	Hold	9,785	–	–	0.07%	228
2017 Q2	$560K	Hold	9,785	–	–	0.07%	235
2017 Q1	$553K	Hold	9,785	–	–	0.07%	228
2016 Q4	$508K	Hold	9,785	–	–	0.07%	232
2016 Q3	$498K	Hold	9,785	–	–	0.07%	236
2016 Q2	$466K	Buy	9,785 +2,500	+34%	+$116K	0.07%	249
2016 Q1	$324K	Hold	7,285	–	–	0.05%	289
2015 Q4	$298K	Sell	7,285 -64	-0.9%	-$2.75K	0.04%	302
2015 Q3	$303K	Buy	7,349 +64	+0.9%	+$2.9K	0.05%	303
2015 Q2	$345K	Hold	7,285	–	–	0.05%	309
2015 Q1	$341K	Hold	7,285	–	–	0.05%	308
2014 Q4	$343K	Hold	7,285	–	–	0.05%	308
2014 Q3	$330K	Hold	7,285	–	–	0.05%	297
2014 Q2	$339K	Hold	7,285	–	–	0.05%	292
2014 Q1	$347K	Hold	7,285	–	–	0.06%	276
2013 Q4	$342K	Hold	7,285	–	–	0.06%	283
2013 Q3	$318K	Hold	7,285	–	–	0.06%	283
2013 Q2	$318K	Buy	+7,285	New	+$315K	0.06%	271

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

Leavell Investment Management's AJG Position: Q2 2026 in Review

Leavell Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 3.3% in Q2 2026, buying an estimated $69.9K and bringing the position to 10,244 shares worth $2.35M. The position accounts for 0.09% of the portfolio, ranked #213.

Leavell Investment Management first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.11M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Leavell Investment Management held 10,244 shares of Arthur J. Gallagher & Co worth $2.35M as of Q2 2026.
Leavell Investment Management bought 329 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $69.9K.
Arthur J. Gallagher & Co made up 0.09% of Leavell Investment Management's portfolio in Q2 2026, its #213 holding.
Leavell Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
Leavell Investment Management's Arthur J. Gallagher & Co position peaked at $3.11M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.