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

MOTCO’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	$27.1K	Buy	118 +6	+5%	+$1.27K	﹤0.01%	362
2026 Q1	$24.3K	Hold	112	–	–	﹤0.01%	397
2025 Q4	$29K	Hold	112	–	–	﹤0.01%	377
2025 Q3	$34.7K	Hold	112	–	–	﹤0.01%	359
2025 Q2	$32.2K	Hold	112	–	–	﹤0.01%	345
2025 Q1	$38.7K	Buy	112 +98	+700%	+$31K	﹤0.01%	308
2024 Q4	$3.97K	Buy	+14	New	+$4.07K	﹤0.01%	429
2024 Q1	–	Sell	-3	Closed	-$675	–	682
2023 Q4	$675	Hold	3	–	–	﹤0.01%	660
2023 Q3	$684	Hold	3	–	–	﹤0.01%	728
2023 Q2	$659	Buy	+3	New	+$624	﹤0.01%	821
2019 Q3	–	Sell	-61	Closed	-$5K	–	518
2019 Q2	$5K	Buy	+61	New	+$5.09K	﹤0.01%	704
2019 Q1	–	Sell	-16	Closed	-$1K	–	506
2018 Q4	$1K	Buy	+16	New	+$1.2K	﹤0.01%	535

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MOTCO's AJG Position: Q2 2026 in Review

MOTCO increased its Arthur J. Gallagher & Co (AJG) stake by 5.4% in Q2 2026, buying an estimated $1.27K and bringing the position to 118 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #362.

MOTCO first reported a position in AJG in Q4 2018 and has held it in 12 quarters since. The position peaked at $38.7K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

MOTCO held 118 shares of Arthur J. Gallagher & Co worth $27.1K as of Q2 2026.
MOTCO bought 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #362 holding.
MOTCO first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 12 quarters since.
MOTCO's Arthur J. Gallagher & Co position peaked at $38.7K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.