MHR
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Matthew Hamilton Rosenberg’s Arthur J. Gallagher & Co AJG Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$73.9K Hold
324
– – 0.01% 392
2026
Q2 		$74.4K Hold
324
– – 0.01% 383
2026
Q1 		$70.2K Hold
324
– – 0.01% 384
2025
Q4 		$83.8K Hold
324
– – 0.02% 353
2025
Q3 		$100K Hold
324
– – 0.02% 332
2025
Q2 		$104K Hold
324
– – 0.02% 320
2025
Q1 		$112K Hold
324
– – 0.03% 293
2024
Q4 		$92K Hold
324
– – 0.02% 325
2024
Q3 		$91.2K Hold
324
– – 0.02% 338
2024
Q2 		$84K Hold
324
– – 0.02% 334
2024
Q1 		$80.1K Hold
324
– – 0.02% 354
2023
Q4 		$72.9K Hold
324
– – 0.02% 363
2023
Q3 		$73.8K Hold
324
– – 0.02% 347
2023
Q2 		$71.1K Hold
324
– – 0.02% 369
2023
Q1 		$62K Hold
324
– – 0.02% 420
2022
Q4 		$61.1K Hold
324
– – 0.02% 413
2022
Q3 		$55K Hold
324
– – 0.02% 412
2022
Q2 		$53K Hold
324
– – 0.02% 440
2022
Q1 		$57K Buy
+324
New +$51.7K 0.02% 428

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Matthew Hamilton Rosenberg's AJG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 324 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #392.

Matthew Hamilton Rosenberg first reported a position in AJG in Q1 2022 and has held it in 19 quarters since. The position peaked at $112K in Q1 2025. 58 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Matthew Hamilton Rosenberg held 324 shares of Arthur J. Gallagher & Co worth $73.9K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #392 holding.
  • Matthew Hamilton Rosenberg first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 19 quarters since.
  • Matthew Hamilton Rosenberg's Arthur J. Gallagher & Co position peaked at $112K in Q1 2025.
  • 58 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.