Montchanin Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Montchanin Asset 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	$459K	Hold	2,000	–	–	0.47%	39
2026 Q1	$433K	Buy	+2,000	New	+$462K	0.46%	34
2024 Q4	$914K	Hold	3,220	–	–	0.89%	24
2024 Q3	$906K	Sell	3,220 -150	-4%	-$42.3K	0.83%	27
2024 Q2	$874K	Hold	3,370	–	–	0.83%	27
2024 Q1	$843K	Buy	+3,370	New	+$810K	0.83%	27
2023 Q2	$740K	Hold	3,370	–	–	0.84%	27
2023 Q1	$645K	Hold	3,370	–	–	0.82%	28
2022 Q4	$635K	Hold	3,370	–	–	0.87%	30
2022 Q3	$577K	Hold	3,370	–	–	0.82%	27
2022 Q2	$549K	Buy	+3,370	New	+$559K	0.76%	28

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Montchanin Asset Management's AJG Position: Q2 2026 in Review

Montchanin Asset Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 2,000 shares worth $459K. The position accounts for 0.47% of the portfolio, ranked #39.

Montchanin Asset Management first reported a position in AJG in Q2 2022 and has held it in 11 quarters since. The position peaked at $914K in Q4 2024. 470 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Montchanin Asset Management held 2,000 shares of Arthur J. Gallagher & Co worth $459K as of Q2 2026.
Montchanin Asset Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.47% of Montchanin Asset Management's portfolio in Q2 2026, its #39 holding.
Montchanin Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 11 quarters since.
Montchanin Asset Management's Arthur J. Gallagher & Co position peaked at $914K in Q4 2024.
470 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Montchanin Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.