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

Leeward Financial 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 		$358K Sell
1,560
-106
-6% -$22.5K 0.09% 83
2026
Q1 		$361K Sell
1,666
-606
-27% -$140K 0.11% 75
2025
Q4 		$588K Sell
2,272
-5,522
-71% -$1.46M 0.17% 60
2025
Q3 		$2.41M Buy
7,794
+972
+14% +$293K 0.69% 42
2025
Q2 		$2.18M Sell
6,822
-401
-6% -$132K 0.69% 42
2025
Q1 		$2.49M Sell
7,223
-1,027
-12% -$324K 0.93% 34
2024
Q4 		$2.34M Buy
8,250
+29
+0.4% +$8.44K 0.84% 37
2024
Q3 		$2.31M Buy
8,221
+303
+4% +$85.5K 0.87% 37
2024
Q2 		$2.05M Buy
7,918
+368
+5% +$91.3K 0.83% 37
2024
Q1 		$1.89M Buy
7,550
+519
+7% +$125K 0.8% 40
2023
Q4 		$1.58M Buy
7,031
+61
+0.9% +$14.4K 0.76% 43
2023
Q3 		$1.59M Buy
6,970
+53
+0.8% +$11.9K 0.88% 38
2023
Q2 		$1.52M Buy
6,917
+93
+1% +$19.4K 0.87% 41
2023
Q1 		$1.31M Buy
6,824
+336
+5% +$63.8K 0.8% 43
2022
Q4 		$1.22M Buy
+6,488
New +$1.21M 0.85% 42

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leeward Financial Partners's AJG Position: Q2 2026 in Review

Leeward Financial Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 6.4% in Q2 2026, selling an estimated $22.5K and leaving 1,560 shares worth $358K. The position accounts for 0.09% of the portfolio, ranked #83.

Leeward Financial Partners first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.49M in Q1 2025. 1,281 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Leeward Financial Partners held 1,560 shares of Arthur J. Gallagher & Co worth $358K as of Q2 2026.
  • Leeward Financial Partners sold 106 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $22.5K.
  • Arthur J. Gallagher & Co made up 0.09% of Leeward Financial Partners's portfolio in Q2 2026, its #83 holding.
  • Leeward Financial Partners first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Leeward Financial Partners's Arthur J. Gallagher & Co position peaked at $2.49M in Q1 2025.
  • 1,281 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.