Nelson Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Nelson Capital Management’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	$2.9M	Sell	12,636 -272	-2%	-$57.8K	0.32%	49
2026 Q1	$2.8M	Sell	12,908 -179	-1%	-$41.3K	0.34%	53
2025 Q4	$3.39M	Sell	13,087 -256	-2%	-$67.8K	0.4%	47
2025 Q3	$4.13M	Buy	13,343 +174	+1%	+$52.5K	0.49%	38
2025 Q2	$4.22M	Buy	13,169 +157	+1%	+$51.8K	0.56%	34
2025 Q1	$4.49M	Sell	13,012 -573	-4%	-$181K	0.78%	33
2024 Q4	$3.86M	Sell	13,585 -203	-1%	-$59.1K	0.64%	37
2024 Q3	$3.88M	Buy	13,788 +245	+2%	+$69.1K	0.65%	40
2024 Q2	$3.51M	Buy	13,543 +267	+2%	+$66.2K	0.62%	38
2024 Q1	$3.32M	Buy	13,276 +9,153	+222%	+$2.2M	0.63%	41
2023 Q4	$927K	Buy	+4,123	New	+$977K	0.21%	69

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Nelson Capital Management's AJG Position: Q2 2026 in Review

Nelson Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 2.1% in Q2 2026, selling an estimated $57.8K and leaving 12,636 shares worth $2.9M. The position accounts for 0.32% of the portfolio, ranked #49.

Nelson Capital Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.49M in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Nelson Capital Management held 12,636 shares of Arthur J. Gallagher & Co worth $2.9M as of Q2 2026.
Nelson Capital Management sold 272 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $57.8K.
Arthur J. Gallagher & Co made up 0.32% of Nelson Capital Management's portfolio in Q2 2026, its #49 holding.
Nelson Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Nelson Capital Management's Arthur J. Gallagher & Co position peaked at $4.49M in Q1 2025.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.