MA
AJG icon

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

Mutual Advisors’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 		$557K Buy
2,427
+268
+12% +$56.9K 0.01% 885
2026
Q1 		$468K Sell
2,159
-68
-3% -$15.7K 0.01% 911
2025
Q4 		$576K Buy
2,227
+69
+3% +$18.3K 0.01% 816
2025
Q3 		$610K Buy
2,158
+167
+8% +$50.3K 0.01% 759
2025
Q2 		$628K Buy
1,991
+31
+2% +$10.2K 0.02% 679
2025
Q1 		$632K Buy
1,960
+170
+9% +$53.7K 0.02% 616
2024
Q4 		$530K Buy
1,790
+193
+12% +$56.2K 0.02% 680
2024
Q3 		$459K Buy
1,597
+75
+5% +$21.2K 0.01% 745
2024
Q2 		$425K Buy
1,522
+105
+7% +$26K 0.01% 766
2024
Q1 		$354K Sell
1,417
-20
-1% -$4.81K 0.01% 811
2023
Q4 		$323K Buy
1,437
+6
+0.4% +$1.42K 0.01% 799
2023
Q3 		$326K Sell
1,431
-13
-0.9% -$2.91K 0.01% 752
2023
Q2 		$317K Buy
1,444
+121
+9% +$25.2K 0.01% 793
2023
Q1 		$253K Buy
1,323
+146
+12% +$27.7K 0.01% 833
2022
Q4 		$222K Sell
1,177
-259
-18% -$48.4K 0.01% 842
2022
Q3 		$246K Buy
+1,436
New +$255K 0.01% 771

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

Mutual Advisors's AJG Position: Q2 2026 in Review

Mutual Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, buying an estimated $56.9K and bringing the position to 2,427 shares worth $557K. The position accounts for 0.01% of the portfolio, ranked #885.

Mutual Advisors first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $632K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Mutual Advisors held 2,427 shares of Arthur J. Gallagher & Co worth $557K as of Q2 2026.
  • Mutual Advisors bought 268 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $56.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #885 holding.
  • Mutual Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Mutual Advisors's Arthur J. Gallagher & Co position peaked at $632K in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.