Moody National Bank Trust Division’s Arthur J. Gallagher & Co AJG Stock Holding History

Moody National Bank Trust Division’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	$1.11M	Sell	4,832 -232	-5%	-$49.3K	0.09%	218
2026 Q1	$1.1M	Buy	5,064 +548	+12%	+$127K	0.1%	193
2025 Q4	$1.17M	Sell	4,516 -2,517	-36%	-$666K	0.11%	184
2025 Q3	$2.18M	Buy	7,033 +11	+0.2%	+$3.32K	0.18%	121
2025 Q2	$2.25M	Sell	7,022 -329	-4%	-$108K	0.21%	104
2025 Q1	$2.54M	Sell	7,351 -121	-2%	-$38.2K	0.26%	74
2024 Q4	$2.12M	Sell	7,472 -431	-5%	-$125K	0.22%	95
2024 Q3	$2.22M	Buy	7,903 +259	+3%	+$73K	0.24%	98
2024 Q2	$1.98M	Buy	7,644 +133	+2%	+$33K	0.15%	86
2024 Q1	$1.88M	Sell	7,511 -148	-2%	-$35.6K	0.15%	96
2023 Q4	$1.72M	Sell	7,659 -2,378	-24%	-$563K	0.13%	117
2023 Q3	$2.29M	Buy	10,037 +26	+0.3%	+$5.82K	0.15%	109
2023 Q2	$2.2M	Sell	10,011 -18	-0.2%	-$3.75K	0.15%	103
2023 Q1	$1.92M	Sell	10,029 -14	-0.1%	-$2.66K	0.16%	109
2022 Q4	$1.89M	Buy	10,043 +44	+0.4%	+$8.23K	0.17%	104
2022 Q3	$1.71M	Hold	9,999	–	–	0.18%	110
2022 Q2	$1.63M	Sell	9,999 -3,452	-26%	-$573K	0.17%	101
2022 Q1	$2.35M	Sell	13,451 -1,467	-10%	-$234K	0.07%	96
2021 Q4	$2.53M	Sell	14,918 -84,339	-85%	-$13.8M	0.08%	101
2021 Q3	$14.8M	Sell	99,257 -70	-0.1%	-$10K	0.22%	54
2021 Q2	$13.9M	Sell	99,327 -85	-0.1%	-$12K	0.28%	61
2021 Q1	$12.4M	Sell	99,412 -117	-0.1%	-$14.1K	0.29%	65
2020 Q4	$12.3M	Sell	99,529 -42,160	-30%	-$4.8M	0.32%	64
2020 Q3	$15M	Hold	141,689	–	–	0.46%	40
2020 Q2	$13.8M	Hold	141,689	–	–	0.43%	39
2020 Q1	$11.5M	Sell	141,689 -270	-0.2%	-$25.9K	0.41%	37
2019 Q4	$13.5M	Sell	141,959 -35	-0%	-$3.21K	0.36%	45
2019 Q3	$12.7M	Hold	141,994	–	–	0.36%	44
2019 Q2	$12.4M	Hold	141,994	–	–	0.35%	46
2019 Q1	$11.1M	Sell	141,994 -238	-0.2%	-$18.3K	0.3%	54
2018 Q4	$10.5M	Sell	142,232 -200	-0.1%	-$14.9K	0.3%	51
2018 Q3	$10.6M	Buy	142,432 +129,965	+1,042%	+$9.32M	0.27%	62
2018 Q2	$814K	Hold	12,467	–	–	0.04%	91
2018 Q1	$857K	Sell	12,467 -225	-2%	-$15.2K	0.04%	82
2017 Q4	$803K	Sell	12,692 -50	-0.4%	-$3.19K	0.04%	94
2017 Q3	$785K	Sell	12,742 -4,050	-24%	-$238K	0.04%	92
2017 Q2	$962K	Hold	16,792	–	–	0.05%	90
2017 Q1	$949K	Hold	16,792	–	–	0.05%	89
2016 Q4	$872K	Hold	16,792	–	–	0.04%	88
2016 Q3	$855K	Hold	16,792	–	–	0.05%	92
2016 Q2	$799K	Hold	16,792	–	–	0.05%	95
2016 Q1	$747K	Hold	16,792	–	–	0.05%	96
2015 Q4	$688K	Hold	16,792	–	–	0.05%	97
2015 Q3	$693K	Hold	16,792	–	–	0.05%	96
2015 Q2	$795K	Hold	16,792	–	–	0.06%	90
2015 Q1	$785K	Buy	16,792 +112	+0.7%	+$5.23K	0.06%	92
2014 Q4	$785K	Sell	16,680 -75	-0.4%	-$3.52K	0.05%	102
2014 Q3	$760K	Sell	16,755 -40	-0.2%	-$1.84K	0.05%	91
2014 Q2	$783K	Hold	16,795	–	–	0.05%	98
2014 Q1	$799K	Hold	16,795	–	–	0.05%	82
2013 Q4	$789K	Sell	16,795 -65	-0.4%	-$3.02K	0.05%	88
2013 Q3	$736K	Sell	16,860 -515	-3%	-$22.6K	0.06%	85
2013 Q2	$759K	Buy	+17,375	New	+$752K	0.06%	81

Other funds holding AJG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Moody National Bank Trust Division's AJG Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Arthur J. Gallagher & Co (AJG) stake by 4.6% in Q2 2026, selling an estimated $49.3K and leaving 4,832 shares worth $1.11M. The position accounts for 0.09% of the portfolio, ranked #218.

Moody National Bank Trust Division first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $15M in Q3 2020. 648 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Moody National Bank Trust Division held 4,832 shares of Arthur J. Gallagher & Co worth $1.11M as of Q2 2026.
Moody National Bank Trust Division sold 232 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $49.3K.
Arthur J. Gallagher & Co made up 0.09% of Moody National Bank Trust Division's portfolio in Q2 2026, its #218 holding.
Moody National Bank Trust Division first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
Moody National Bank Trust Division's Arthur J. Gallagher & Co position peaked at $15M in Q3 2020.
648 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.