Merit Financial Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Merit Financial Group’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	$2.07M	Buy	9,034 +1,214	+16%	+$258K	0.01%	739
2026 Q1	$1.69M	Buy	7,820 +245	+3%	+$56.6K	0.01%	747
2025 Q4	$1.96M	Sell	7,575 -461	-6%	-$122K	0.02%	654
2025 Q3	$2.49M	Sell	8,036 -4,495	-36%	-$1.36M	0.02%	490
2025 Q2	$4.01M	Buy	12,531 +4,047	+48%	+$1.33M	0.04%	328
2025 Q1	$2.93M	Buy	8,484 +537	+7%	+$170K	0.04%	331
2024 Q4	$2.26M	Buy	7,947 +2,384	+43%	+$694K	0.04%	329
2024 Q3	$1.57M	Buy	5,563 +2,083	+60%	+$587K	0.04%	319
2024 Q2	$902K	Buy	+3,480	New	+$863K	0.02%	443

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

Merit Financial Group's AJG Position: Q2 2026 in Review

Merit Financial Group increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2026, buying an estimated $258K and bringing the position to 9,034 shares worth $2.07M. The position accounts for 0.01% of the portfolio, ranked #739.

Merit Financial Group first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.01M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Merit Financial Group held 9,034 shares of Arthur J. Gallagher & Co worth $2.07M as of Q2 2026.
Merit Financial Group bought 1,214 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $258K.
Arthur J. Gallagher & Co made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #739 holding.
Merit Financial Group first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Merit Financial Group's Arthur J. Gallagher & Co position peaked at $4.01M in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.