McLean Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

McLean Asset 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	$4.34M	Buy	17,408 +7,022	+68%	+$1.49M	0.57%	29
2026 Q1	$2.25M	Buy	+10,386	New	+$2.4M	0.39%	35

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 $3.37T AUM 44.26% 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

McLean Asset Management's AJG Position: Q2 2026 in Review

McLean Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 68% in Q2 2026, buying an estimated $1.49M and bringing the position to 17,408 shares worth $4.34M. The position accounts for 0.57% of the portfolio, ranked #29.

McLean Asset Management first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

McLean Asset Management held 17,408 shares of Arthur J. Gallagher & Co worth $4.34M as of Q2 2026.
McLean Asset Management bought 7,022 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.49M.
Arthur J. Gallagher & Co made up 0.57% of McLean Asset Management's portfolio in Q2 2026, its #29 holding.
McLean Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.