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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-200
Closed -$69K – 1655
2025
Q1
$69K Sell
200
-200
-50% -$63.2K ﹤0.01% 1463
2024
Q4
$114K Buy
+400
New +$116K ﹤0.01% 1436

Other funds holding AJG

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. 1,293 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.
  • 1,293 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.