MF
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Milford Funds’s Arthur J. Gallagher & Co AJG Stock Holding History

Milford Funds’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 		$93.6M Buy
407,718
+49,141
+14% +$10.4M 1.52% 17
2026
Q1 		$77.7M Sell
358,577
-73,511
-17% -$17M 1.63% 23
2025
Q4 		$112M Buy
+432,088
New +$114M 2.2% 15

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

Milford Funds's AJG Position: Q2 2026 in Review

Milford Funds increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, buying an estimated $10.4M and bringing the position to 407,718 shares worth $93.6M. The position accounts for 1.52% of the portfolio, ranked #17.

Milford Funds first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $112M in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Milford Funds held 407,718 shares of Arthur J. Gallagher & Co worth $93.6M as of Q2 2026.
  • Milford Funds bought 49,141 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.4M.
  • Arthur J. Gallagher & Co made up 1.52% of Milford Funds's portfolio in Q2 2026, its #17 holding.
  • Milford Funds first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Milford Funds's Arthur J. Gallagher & Co position peaked at $112M in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Milford Funds's 13F filing for Q2 2026, filed 30 Jul 2026.