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

Longview Financial 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 		$345K Hold
1,502
– – 0.2% 34
2026
Q1 		$325K Hold
1,502
– – 0.2% 33
2025
Q4 		$389K Hold
1,502
– – 0.26% 33
2025
Q3 		$465K Hold
1,502
– – 0.33% 30
2025
Q2 		$481K Sell
1,502
-3
-0.2% -$989 0.41% 27
2025
Q1 		$520K Sell
1,505
-46
-3% -$14.5K 0.45% 26
2024
Q4 		$440K Sell
1,551
-165
-10% -$48K 0.35% 32
2024
Q3 		$483K Buy
1,716
+79
+5% +$22.3K 0.35% 32
2024
Q2 		$425K Sell
1,637
-7
-0.4% -$1.74K 0.32% 33
2024
Q1 		$411K Sell
1,644
-84
-5% -$20.2K 0.31% 33
2023
Q4 		$389K Buy
+1,728
New +$409K 0.31% 30

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Longview Financial Advisors's AJG Position: Q2 2026 in Review

Longview Financial Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,502 shares worth $345K. The position accounts for 0.2% of the portfolio, ranked #34.

Longview Financial Advisors first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $520K in Q1 2025. 206 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Longview Financial Advisors held 1,502 shares of Arthur J. Gallagher & Co worth $345K as of Q2 2026.
  • Longview Financial Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.2% of Longview Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Longview Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Longview Financial Advisors's Arthur J. Gallagher & Co position peaked at $520K in Q1 2025.
  • 206 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Longview Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.