Mawer Investment Management
AJG icon

Mawer Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Mawer Investment 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 		$117M Sell
510,025
-71,251
-12% -$15.1M 0.8% 35
2026
Q1 		$126M Sell
581,276
-31,755
-5% -$7.33M 0.82% 38
2025
Q4 		$159M Sell
613,031
-33,267
-5% -$8.81M 0.89% 31
2025
Q3 		$200M Sell
646,298
-35,212
-5% -$10.6M 1.04% 28
2025
Q2 		$218M Sell
681,510
-57,797
-8% -$19.1M 1.11% 23
2025
Q1 		$255M Sell
739,307
-22,641
-3% -$7.15M 1.23% 21
2024
Q4 		$216M Sell
761,948
-38,507
-5% -$11.2M 0.98% 27
2024
Q3 		$225M Sell
800,455
-11,089
-1% -$3.13M 1.03% 25
2024
Q2 		$210M Sell
811,544
-36,126
-4% -$8.96M 1% 25
2024
Q1 		$212M Sell
847,670
-57,230
-6% -$13.8M 0.98% 26
2023
Q4 		$203M Sell
904,900
-22,254
-2% -$5.27M 1.04% 25
2023
Q3 		$211M Sell
927,154
-19,164
-2% -$4.29M 1.13% 25
2023
Q2 		$208M Sell
946,318
-107,450
-10% -$22.4M 1.09% 28
2023
Q1 		$202M Buy
1,053,768
+79,414
+8% +$15.1M 1.1% 29
2022
Q4 		$184M Sell
974,354
-14,610
-1% -$2.73M 1.04% 30
2022
Q3 		$169M Buy
988,964
+10,917
+1% +$1.94M 1.03% 28
2022
Q2 		$159M Sell
978,047
-16,514
-2% -$2.74M 0.91% 30
2022
Q1 		$174M Sell
994,561
-19,334
-2% -$3.08M 0.82% 31
2021
Q4 		$172M Buy
1,013,895
+13,392
+1% +$2.19M 0.77% 31
2021
Q3 		$149M Sell
1,000,503
-1,823
-0.2% -$261K 0.71% 34
2021
Q2 		$140M Buy
1,002,326
+4,654
+0.5% +$658K 0.69% 34
2021
Q1 		$124M Buy
997,672
+178,578
+22% +$21.6M 0.68% 38
2020
Q4 		$101M Buy
819,094
+245,029
+43% +$27.9M 0.6% 42
2020
Q3 		$60.6M Buy
574,065
+205,550
+56% +$21.3M 0.4% 50
2020
Q2 		$35.9M Buy
368,515
+166,540
+82% +$14.7M 0.26% 61
2020
Q1 		$16.5M Buy
+201,975
New +$19.3M 0.15% 72

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

Mawer Investment Management's AJG Position: Q2 2026 in Review

Mawer Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, selling an estimated $15.1M and leaving 510,025 shares worth $117M. The position accounts for 0.8% of the portfolio, ranked #35.

Mawer Investment Management first reported a position in AJG in Q1 2020 and has held it in 26 quarters since. The position peaked at $255M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Mawer Investment Management held 510,025 shares of Arthur J. Gallagher & Co worth $117M as of Q2 2026.
  • Mawer Investment Management sold 71,251 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $15.1M.
  • Arthur J. Gallagher & Co made up 0.8% of Mawer Investment Management's portfolio in Q2 2026, its #35 holding.
  • Mawer Investment Management first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 26 quarters since.
  • Mawer Investment Management's Arthur J. Gallagher & Co position peaked at $255M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mawer Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.