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MassMutual Private Wealth & Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

MassMutual Private Wealth & Trust’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 		$214K Sell
931
-49
-5% -$10.4K 0.01% 437
2026
Q1 		$212K Sell
980
-231
-19% -$53.4K 0.01% 425
2025
Q4 		$313K Sell
1,211
-152
-11% -$40.2K 0.01% 367
2025
Q3 		$422K Sell
1,363
-24
-2% -$7.24K 0.01% 335
2025
Q2 		$444K Buy
1,387
+20
+1% +$6.59K 0.01% 332
2025
Q1 		$472K Buy
1,367
+373
+38% +$118K 0.01% 326
2024
Q4 		$282K Sell
994
-16
-2% -$4.66K 0.01% 398
2024
Q3 		$284K Buy
1,010
+12
+1% +$3.38K 0.01% 360
2024
Q2 		$259K Buy
998
+193
+24% +$47.9K 0.01% 366
2024
Q1 		$201K Sell
805
-113
-12% -$27.2K 0.01% 377
2023
Q4 		$206K Buy
918
+112
+14% +$26.5K 0.01% 370
2023
Q3 		$184K Buy
806
+28
+4% +$6.27K 0.01% 378
2023
Q2 		$171K Buy
778
+176
+29% +$36.6K 0.01% 369
2023
Q1 		$115K Buy
602
+95
+19% +$18K ﹤0.01% 408
2022
Q4 		$96K Buy
507
+11
+2% +$2.06K ﹤0.01% 413
2022
Q3 		$85K Buy
496
+21
+4% +$3.73K ﹤0.01% 408
2022
Q2 		$77K Buy
475
+33
+7% +$5.48K ﹤0.01% 410
2022
Q1 		$77K Buy
442
+36
+9% +$5.74K ﹤0.01% 416
2021
Q4 		$69K Buy
406
+25
+7% +$4.08K ﹤0.01% 448
2021
Q3 		$57K Hold
381
– – ﹤0.01% 462
2021
Q2 		$53K Buy
381
+57
+18% +$8.05K ﹤0.01% 467
2021
Q1 		$40K Sell
324
-16
-5% -$1.93K ﹤0.01% 459
2020
Q4 		$42K Sell
340
-171
-33% -$19.5K ﹤0.01% 458
2020
Q3 		$54K Buy
511
+298
+140% +$30.9K ﹤0.01% 410
2020
Q2 		$21K Sell
213
-12
-5% -$1.06K ﹤0.01% 465
2020
Q1 		$18K Hold
225
– – ﹤0.01% 454
2019
Q4 		$21K Buy
+225
New +$20.6K ﹤0.01% 522

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

MassMutual Private Wealth & Trust's AJG Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Arthur J. Gallagher & Co (AJG) stake by 5% in Q2 2026, selling an estimated $10.4K and leaving 931 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #437.

MassMutual Private Wealth & Trust first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $472K in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • MassMutual Private Wealth & Trust held 931 shares of Arthur J. Gallagher & Co worth $214K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 49 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.4K.
  • Arthur J. Gallagher & Co made up 0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #437 holding.
  • MassMutual Private Wealth & Trust first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • MassMutual Private Wealth & Trust's Arthur J. Gallagher & Co position peaked at $472K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.