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Marino Stram & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Marino Stram & Associates’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 		$215K Sell
935
-2,147
-70% -$456K 0.03% 196
2026
Q1 		$667K Sell
3,082
-523
-15% -$121K 0.12% 102
2025
Q4 		$933K Sell
3,605
-141
-4% -$37.3K 0.17% 87
2025
Q3 		$1.16M Sell
3,746
-738
-16% -$222K 0.21% 79
2025
Q2 		$1.44M Buy
4,484
+521
+13% +$172K 0.29% 59
2025
Q1 		$1.37M Buy
3,963
+286
+8% +$90.3K 0.3% 50
2024
Q4 		$1.04M Sell
3,677
-18
-0.5% -$5.24K 0.23% 72
2024
Q3 		$1.04M Buy
3,695
+157
+4% +$44.3K 0.23% 72
2024
Q2 		$918K Buy
3,538
+67
+2% +$16.6K 0.22% 76
2024
Q1 		$868K Buy
3,471
+102
+3% +$24.5K 0.21% 78
2023
Q4 		$758K Hold
3,369
– – 0.2% 84
2023
Q3 		$768K Buy
3,369
+631
+23% +$141K 0.22% 69
2023
Q2 		$601K Sell
2,738
-62
-2% -$12.9K 0.17% 89
2023
Q1 		$536K Buy
2,800
+185
+7% +$35.1K 0.16% 90
2022
Q4 		$493K Buy
2,615
+230
+10% +$43K 0.16% 96
2022
Q3 		$408K Buy
2,385
+1,093
+85% +$194K 0.15% 98
2022
Q2 		$211K Sell
1,292
-185
-13% -$30.7K 0.07% 136
2022
Q1 		$258K Hold
1,477
– – 0.08% 131
2021
Q4 		$251K Hold
1,477
– – 0.08% 134
2021
Q3 		$220K Buy
+1,477
New +$211K 0.08% 134
2019
Q2 		– Sell
-2,477
Closed -$193K – 94
2019
Q1 		$193K Hold
2,477
– – 0.14% 77
2018
Q4 		$183K Hold
2,477
– – 0.16% 75
2018
Q3 		$184K Sell
2,477
-2,477
-50% -$178K 0.15% 80
2018
Q2 		$323K Sell
4,954
-107
-2% -$7.25K 0.29% 58
2018
Q1 		$348K Hold
5,061
– – 0.32% 58
2017
Q4 		$320K Buy
+5,061
New +$323K 0.3% 57

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Marino Stram & Associates's AJG Position: Q2 2026 in Review

Marino Stram & Associates reduced its Arthur J. Gallagher & Co (AJG) stake by 70% in Q2 2026, selling an estimated $456K and leaving 935 shares worth $215K. The position accounts for 0.03% of the portfolio, ranked #196.

Marino Stram & Associates first reported a position in AJG in Q4 2017 and has held it in 26 quarters since. The position peaked at $1.44M in Q2 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Marino Stram & Associates held 935 shares of Arthur J. Gallagher & Co worth $215K as of Q2 2026.
  • Marino Stram & Associates sold 2,147 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $456K.
  • Arthur J. Gallagher & Co made up 0.03% of Marino Stram & Associates's portfolio in Q2 2026, its #196 holding.
  • Marino Stram & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 26 quarters since.
  • Marino Stram & Associates's Arthur J. Gallagher & Co position peaked at $1.44M in Q2 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.