Loring Wolcott & Coolidge Fiduciary Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$111K	Hold	485	–	–	﹤0.01%	374
2026 Q1	$104K	Buy	485 +190	+64%	+$43.9K	﹤0.01%	378
2025 Q4	$71.5K	Sell	295 -105	-26%	-$27.8K	﹤0.01%	401
2025 Q3	$113K	Buy	400 +115	+40%	+$34.7K	﹤0.01%	370
2025 Q2	$91.2K	Hold	285	–	–	﹤0.01%	354
2025 Q1	$94.6K	Sell	285 -30	-10%	-$9.48K	﹤0.01%	336
2024 Q4	$93.2K	Buy	315 +163	+107%	+$47.4K	﹤0.01%	348
2024 Q3	$43.7K	Buy	152 +49	+48%	+$13.8K	﹤0.01%	397
2024 Q2	$27.6K	Hold	103	–	–	﹤0.01%	431
2024 Q1	$24.5K	Buy	103 +43	+72%	+$10.3K	﹤0.01%	442
2023 Q4	$13.9K	Hold	60	–	–	﹤0.01%	481
2023 Q3	$14.5K	Buy	+60	New	+$13.4K	﹤0.01%	503
2022 Q1	–	Sell	-300	Closed	-$51K	–	635
2021 Q4	$51K	Buy	+300	New	+$49K	﹤0.01%	461
2021 Q3	–	Sell	-31	Closed	-$4K	–	749
2021 Q2	$4K	Buy	+31	New	+$4.38K	﹤0.01%	753
2021 Q1	–	Sell	-31	Closed	-$4K	–	310
2020 Q4	$4K	Buy	+31	New	+$3.53K	﹤0.01%	698
2020 Q3	–	Sell	-12	Closed	-$1K	–	588
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	573
2020 Q1	$0	Hold	12	–	–	﹤0.01%	647
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	660
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	657
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	680
2019 Q1	$0	Hold	12	–	–	﹤0.01%	699
2018 Q4	$0	Hold	12	–	–	﹤0.01%	691
2018 Q3	$0	Hold	12	–	–	﹤0.01%	650
2018 Q2	$0	Hold	12	–	–	﹤0.01%	669
2018 Q1	$0	Hold	12	–	–	﹤0.01%	724
2017 Q4	$0	Hold	12	–	–	﹤0.01%	741
2017 Q3	$0	Buy	+12	New	+$706	﹤0.01%	784

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AJG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 485 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AJG in Q3 2017 and has held it in 27 quarters since. The position peaked at $113K in Q3 2025. 742 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 485 shares of Arthur J. Gallagher & Co worth $111K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #374 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2017 and has held it in 27 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Arthur J. Gallagher & Co position peaked at $113K in Q3 2025.
742 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.