Midwest Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Midwest Trust’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	$797K	Buy	3,492 +278	+9%	+$69.7K	0.01%	396
2026 Q2	$738K	Buy	3,214 +197	+7%	+$41.8K	0.01%	390
2026 Q1	$653K	Sell	3,017 -46	-2%	-$10.6K	0.01%	391
2025 Q4	$793K	Sell	3,063 -34	-1%	-$9K	0.01%	359
2025 Q3	$959K	Buy	3,097 +156	+5%	+$47K	0.01%	351
2025 Q2	$941K	Buy	+2,941	New	+$969K	0.01%	349

Other funds holding AJG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Midwest Trust's AJG Position: Q3 2026 in Review

Midwest Trust increased its Arthur J. Gallagher & Co (AJG) stake by 8.6% in Q3 2026, buying an estimated $69.7K and bringing the position to 3,492 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #396.

Midwest Trust first reported a position in AJG in Q2 2025 and has held it in 6 quarters since. The position peaked at $959K in Q3 2025. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Midwest Trust held 3,492 shares of Arthur J. Gallagher & Co worth $797K as of Q3 2026.
Midwest Trust bought 278 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $69.7K.
Arthur J. Gallagher & Co made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #396 holding.
Midwest Trust first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 6 quarters since.
Midwest Trust's Arthur J. Gallagher & Co position peaked at $959K in Q3 2025.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.