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

Merrion 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	$1.15M	Hold	5,000	–	–	0.54%	41
2026 Q1	$1.08M	Hold	5,000	–	–	0.58%	41
2025 Q4	$1.29M	Hold	5,000	–	–	0.7%	33
2025 Q3	$1.55M	Hold	5,000	–	–	0.89%	28
2025 Q2	$1.6M	Hold	5,000	–	–	1.04%	23
2025 Q1	$1.73M	Hold	5,000	–	–	1.24%	24
2024 Q4	$1.42M	Hold	5,000	–	–	0.99%	20
2024 Q3	$1.41M	Buy	5,000 +300	+6%	+$84.6K	0.93%	24
2024 Q2	$1.22M	Hold	4,700	–	–	0.84%	28
2024 Q1	$1.18M	Hold	4,700	–	–	0.84%	29
2023 Q4	$1.06M	Buy	4,700 +200	+4%	+$47.4K	0.83%	27
2023 Q3	$1.03M	Hold	4,500	–	–	0.89%	24
2023 Q2	$988K	Buy	4,500 +500	+13%	+$104K	0.84%	25
2023 Q1	$765K	Hold	4,000	–	–	0.73%	28
2022 Q4	$754K	Hold	4,000	–	–	0.7%	32
2022 Q3	$684K	Buy	4,000 +500	+14%	+$88.8K	0.67%	33
2022 Q2	$571K	Buy	3,500 +500	+17%	+$83K	0.55%	41
2022 Q1	$523K	Hold	3,000	–	–	0.38%	57
2021 Q4	$509K	Hold	3,000	–	–	0.37%	54
2021 Q3	$445K	Hold	3,000	–	–	0.34%	59
2021 Q2	$420K	Hold	3,000	–	–	0.32%	61
2021 Q1	$374K	Hold	3,000	–	–	0.31%	61
2020 Q4	$371K	Buy	+3,000	New	+$342K	0.31%	60

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

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

Merrion Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 5,000 shares worth $1.15M. The position accounts for 0.54% of the portfolio, ranked #41.

Merrion Investment Management first reported a position in AJG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.73M in Q1 2025. 543 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Merrion Investment Management held 5,000 shares of Arthur J. Gallagher & Co worth $1.15M as of Q2 2026.
Merrion Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.54% of Merrion Investment Management's portfolio in Q2 2026, its #41 holding.
Merrion Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's Arthur J. Gallagher & Co position peaked at $1.73M in Q1 2025.
543 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.