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 Q3	$26.9K	Hold	118	–	–	﹤0.01%	403
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

MOTCO's AJG Position: Q3 2026 in Review

MOTCO held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 118 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

MOTCO first reported a position in AJG in Q4 2018 and has held it in 13 quarters since. The position peaked at $38.7K in Q1 2025. 744 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

MOTCO held 118 shares of Arthur J. Gallagher & Co worth $26.9K as of Q3 2026.
MOTCO left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #403 holding.
MOTCO first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 13 quarters since.
MOTCO's Arthur J. Gallagher & Co position peaked at $38.7K in Q1 2025.
744 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.