Marsico Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Marsico Capital 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	$18.8M	Buy	+81,899	New	+$17.4M	0.49%	46
2025 Q3	–	Sell	-21,347	Closed	-$6.83M	–	77
2025 Q2	$6.83M	Sell	21,347 -3,362	-14%	-$1.11M	0.19%	56
2025 Q1	$8.53M	Buy	24,709 +14,463	+141%	+$4.57M	0.29%	45
2024 Q4	$2.91M	Sell	10,246 -8,701	-46%	-$2.53M	0.08%	61
2024 Q3	$5.33M	Buy	18,947 +7,500	+66%	+$2.12M	0.15%	54
2024 Q2	$2.97M	Buy	11,447 +8,701	+317%	+$2.16M	0.09%	53
2024 Q1	$687K	Sell	2,746 -11,976	-81%	-$2.88M	0.02%	67
2023 Q4	$3.31M	Buy	+14,722	New	+$3.49M	0.13%	61

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 $3.38T AUM 44.17% 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

Marsico Capital Management's AJG Position: Q2 2026 in Review

Marsico Capital Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 81,899 shares worth $18.8M. The stake represents 0.49% of the portfolio and ranks #46 among its holdings. This is a return to the name: Marsico Capital Management previously reported a position in AJG as recently as Q2 2025.

Marsico Capital Management first reported a position in AJG in Q4 2023 and has held it in 8 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Marsico Capital Management held 81,899 shares of Arthur J. Gallagher & Co worth $18.8M as of Q2 2026.
Arthur J. Gallagher & Co was a new Marsico Capital Management position in Q2 2026.
Arthur J. Gallagher & Co made up 0.49% of Marsico Capital Management's portfolio in Q2 2026, its #46 holding.
Marsico Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 8 quarters since.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.