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

Longfellow 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	$2.52K	Hold	11	–	–	﹤0.01%	207
2026 Q1	$2.38K	Hold	11	–	–	﹤0.01%	204
2025 Q4	$2.85K	Buy	11 +5	+83%	+$1.32K	﹤0.01%	203
2025 Q3	$1.86K	Hold	6	–	–	﹤0.01%	221
2025 Q2	$1.92K	Hold	6	–	–	﹤0.01%	227
2025 Q1	$2.07K	Hold	6	–	–	﹤0.01%	221
2024 Q4	$1.7K	Hold	6	–	–	﹤0.01%	238
2024 Q3	$1.69K	Hold	6	–	–	﹤0.01%	224
2024 Q2	$1.56K	Hold	6	–	–	﹤0.01%	218
2024 Q1	$1.5K	Hold	6	–	–	﹤0.01%	236
2023 Q4	$1.35K	Hold	6	–	–	﹤0.01%	216
2023 Q3	$1.37K	Hold	6	–	–	﹤0.01%	204
2023 Q2	$1.32K	Hold	6	–	–	﹤0.01%	236
2023 Q1	$1.15K	Hold	6	–	–	﹤0.01%	241
2022 Q4	$1.13K	Hold	6	–	–	﹤0.01%	244
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	294
2022 Q2	$1K	Buy	6 +3	+100%	+$498	﹤0.01%	310
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	337
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	344
2021 Q3	$1K	Hold	3	–	–	﹤0.01%	371
2021 Q2	$1K	Hold	3	–	–	﹤0.01%	385
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	441
2020 Q4	$1K	Buy	+3	New	+$342	﹤0.01%	462

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

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

Longfellow Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 11 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Longfellow Investment Management first reported a position in AJG in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.85K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Longfellow Investment Management held 11 shares of Arthur J. Gallagher & Co worth $2.52K as of Q2 2026.
Longfellow Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Longfellow Investment Management's portfolio in Q2 2026, its #207 holding.
Longfellow Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 23 quarters since.
Longfellow Investment Management's Arthur J. Gallagher & Co position peaked at $2.85K in Q4 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.