Lido Advisors
AJG icon

Lido Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Lido Advisors’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 		$1.93M Sell
8,416
-5,932
-41% -$1.26M 0.01% 809
2026
Q1 		$3.11M Buy
14,348
+5,790
+68% +$1.34M 0.01% 575
2025
Q4 		$2.61M Sell
8,558
-1,084
-11% -$287K 0.01% 639
2025
Q3 		$2.99M Buy
9,642
+679
+8% +$205K 0.01% 582
2025
Q2 		$2.87M Buy
8,963
+1,945
+28% +$641K 0.01% 498
2025
Q1 		$2.42M Buy
7,018
+1,036
+17% +$327K 0.01% 497
2024
Q4 		$1.7M Sell
5,982
-30
-0.5% -$8.73K 0.01% 566
2024
Q3 		$1.69M Buy
6,012
+714
+13% +$201K 0.01% 521
2024
Q2 		$1.37M Buy
5,298
+503
+10% +$125K 0.01% 550
2024
Q1 		$1.2M Buy
4,795
+151
+3% +$36.3K 0.01% 580
2023
Q4 		$1.04M Buy
4,644
+1,827
+65% +$433K 0.01% 602
2023
Q3 		$642K Buy
2,817
+396
+16% +$88.6K ﹤0.01% 675
2023
Q2 		$532K Sell
2,421
-2,022
-46% -$421K ﹤0.01% 714
2023
Q1 		$850K Buy
4,443
+189
+4% +$35.9K 0.01% 518
2022
Q4 		$802K Buy
4,254
+2,805
+194% +$525K 0.01% 461
2022
Q3 		$248K Buy
+1,449
New +$257K ﹤0.01% 830

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

Lido Advisors's AJG Position: Q2 2026 in Review

Lido Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 41% in Q2 2026, selling an estimated $1.26M and leaving 8,416 shares worth $1.93M. The position accounts for 0.01% of the portfolio, ranked #809.

Lido Advisors first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $3.11M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Lido Advisors held 8,416 shares of Arthur J. Gallagher & Co worth $1.93M as of Q2 2026.
  • Lido Advisors sold 5,932 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.26M.
  • Arthur J. Gallagher & Co made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #809 holding.
  • Lido Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Lido Advisors's Arthur J. Gallagher & Co position peaked at $3.11M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.