MS
AJG icon

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

Murray Stahl’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 		$311K Sell
1,354
-599
-31% -$127K ﹤0.01% 260
2026
Q1 		$423K Hold
1,953
– – ﹤0.01% 240
2025
Q4 		$505K Sell
1,953
-4
-0.2% -$1.06K 0.01% 223
2025
Q3 		$606K Hold
1,957
– – 0.01% 216
2025
Q2 		$626K Hold
1,957
– – 0.01% 219
2025
Q1 		$676K Hold
1,957
– – 0.01% 213
2024
Q4 		$555K Hold
1,957
– – 0.01% 226
2024
Q3 		$551K Sell
1,957
-39
-2% -$11K 0.01% 223
2024
Q2 		$518K Hold
1,996
– – 0.01% 213
2024
Q1 		$499K Hold
1,996
– – 0.01% 212
2023
Q4 		$449K Sell
1,996
-138
-6% -$32.7K 0.01% 216
2023
Q3 		$486K Hold
2,134
– – 0.01% 215
2023
Q2 		$469K Buy
2,134
+4
+0.2% +$832 0.01% 223
2023
Q1 		$407K Sell
2,130
-32
-1% -$6.07K 0.01% 234
2022
Q4 		$408K Sell
2,162
-45
-2% -$8.42K 0.01% 228
2022
Q3 		$378K Sell
2,207
-23
-1% -$4.08K 0.01% 238
2022
Q2 		$364K Sell
2,230
-1,080
-33% -$179K 0.01% 250
2022
Q1 		$578K Sell
3,310
-19
-0.6% -$3.03K 0.01% 222
2021
Q4 		$565K Sell
3,329
-172
-5% -$28.1K 0.01% 232
2021
Q3 		$520K Buy
3,501
+22
+0.6% +$3.15K 0.01% 239
2021
Q2 		$487K Buy
3,479
+597
+21% +$84.4K 0.01% 243
2021
Q1 		$360K Buy
2,882
+83
+3% +$10K 0.01% 265
2020
Q4 		$346K Sell
2,799
-118
-4% -$13.4K 0.01% 273
2020
Q3 		$308K Sell
2,917
-208
-7% -$21.6K 0.01% 296
2020
Q2 		$305K Buy
+3,125
New +$277K 0.01% 285

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

Murray Stahl's AJG Position: Q2 2026 in Review

Murray Stahl reduced its Arthur J. Gallagher & Co (AJG) stake by 31% in Q2 2026, selling an estimated $127K and leaving 1,354 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Murray Stahl first reported a position in AJG in Q2 2020 and has held it in 25 quarters since. The position peaked at $676K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Murray Stahl held 1,354 shares of Arthur J. Gallagher & Co worth $311K as of Q2 2026.
  • Murray Stahl sold 599 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $127K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Murray Stahl's portfolio in Q2 2026, its #260 holding.
  • Murray Stahl first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 25 quarters since.
  • Murray Stahl's Arthur J. Gallagher & Co position peaked at $676K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Horizon Kinetics Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.