Luther King Capital Management (LKCM)
AJG icon

Luther King Capital Management (LKCM)’s Arthur J. Gallagher & Co AJG Stock Holding History

Luther King Capital Management (LKCM)’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 		$29.5M Sell
128,413
-33,254
-21% -$7.06M 0.12% 115
2026
Q1 		$35M Sell
161,667
-34,397
-18% -$7.94M 0.15% 102
2025
Q4 		$50.7M Buy
196,064
+7,718
+4% +$2.04M 0.21% 88
2025
Q3 		$58.3M Sell
188,346
-34,426
-15% -$10.4M 0.24% 81
2025
Q2 		$71.3M Sell
222,772
-18,318
-8% -$6.04M 0.31% 77
2025
Q1 		$83.2M Sell
241,090
-3,864
-2% -$1.22M 0.38% 66
2024
Q4 		$69.5M Sell
244,954
-987
-0.4% -$287K 0.3% 77
2024
Q3 		$69.2M Sell
245,941
-37
-0% -$10.4K 0.3% 78
2024
Q2 		$63.8M Sell
245,978
-269
-0.1% -$66.7K 0.29% 78
2024
Q1 		$61.6M Buy
246,247
+9,327
+4% +$2.24M 0.28% 83
2023
Q4 		$53.3M Buy
236,920
+16,714
+8% +$3.96M 0.26% 85
2023
Q3 		$50.2M Buy
220,206
+24,684
+13% +$5.52M 0.26% 86
2023
Q2 		$42.9M Buy
195,522
+52,456
+37% +$10.9M 0.21% 92
2023
Q1 		$27.4M Buy
143,066
+87,702
+158% +$16.6M 0.14% 108
2022
Q4 		$10.4M Buy
55,364
+46,520
+526% +$8.7M 0.06% 141
2022
Q3 		$1.51M Buy
+8,844
New +$1.57M 0.01% 315

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

Luther King Capital Management (LKCM)'s AJG Position: Q2 2026 in Review

Luther King Capital Management (LKCM) reduced its Arthur J. Gallagher & Co (AJG) stake by 21% in Q2 2026, selling an estimated $7.06M and leaving 128,413 shares worth $29.5M. The position accounts for 0.12% of the portfolio, ranked #115.

Luther King Capital Management (LKCM) first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $83.2M in Q1 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Luther King Capital Management (LKCM) held 128,413 shares of Arthur J. Gallagher & Co worth $29.5M as of Q2 2026.
  • Luther King Capital Management (LKCM) sold 33,254 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $7.06M.
  • Arthur J. Gallagher & Co made up 0.12% of Luther King Capital Management (LKCM)'s portfolio in Q2 2026, its #115 holding.
  • Luther King Capital Management (LKCM) first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Luther King Capital Management (LKCM)'s Arthur J. Gallagher & Co position peaked at $83.2M in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q2 2026, filed 10 Aug 2026.