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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
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

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

Midwest Trust's AJG Position: Q2 2026 in Review

Midwest Trust increased its Arthur J. Gallagher & Co (AJG) stake by 6.5% in Q2 2026, buying an estimated $41.8K and bringing the position to 3,214 shares worth $738K. The position accounts for 0.01% of the portfolio, ranked #390.

Midwest Trust first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $959K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Midwest Trust held 3,214 shares of Arthur J. Gallagher & Co worth $738K as of Q2 2026.
  • Midwest Trust bought 197 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $41.8K.
  • Arthur J. Gallagher & Co made up 0.01% of Midwest Trust's portfolio in Q2 2026, its #390 holding.
  • Midwest Trust first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Arthur J. Gallagher & Co position peaked at $959K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.