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

Natural Investments’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 		$279K Buy
1,216
+260
+27% +$55.2K 0.06% 239
2026
Q1 		$207K Sell
956
-30
-3% -$6.93K 0.05% 270
2025
Q4 		$255K Buy
986
+16
+2% +$4.24K 0.06% 241
2025
Q3 		$300K Buy
970
+230
+31% +$69.3K 0.07% 194
2025
Q2 		$236K Buy
740
+39
+6% +$12.9K 0.06% 229
2025
Q1 		$242K Buy
+701
New +$221K 0.07% 211

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Natural Investments's AJG Position: Q2 2026 in Review

Natural Investments increased its Arthur J. Gallagher & Co (AJG) stake by 27% in Q2 2026, buying an estimated $55.2K and bringing the position to 1,216 shares worth $279K. The position accounts for 0.06% of the portfolio, ranked #239.

Natural Investments first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $300K in Q3 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Natural Investments held 1,216 shares of Arthur J. Gallagher & Co worth $279K as of Q2 2026.
  • Natural Investments bought 260 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $55.2K.
  • Arthur J. Gallagher & Co made up 0.06% of Natural Investments's portfolio in Q2 2026, its #239 holding.
  • Natural Investments first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • Natural Investments's Arthur J. Gallagher & Co position peaked at $300K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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