NICM
AJG icon

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

Neo Ivy 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 		$1.83M Buy
+7,957
New +$1.69M 0.42% 91
2026
Q1 		– Sell
-15,267
Closed -$3.95M – 326
2025
Q4 		$3.95M Buy
15,267
+4,349
+40% +$1.15M 0.62% 55
2025
Q3 		$3.38M Buy
10,918
+8,667
+385% +$2.61M 0.82% 24
2025
Q2 		$721K Buy
2,251
+627
+39% +$207K 0.23% 154
2025
Q1 		$561K Buy
+1,624
New +$513K 0.18% 165
2024
Q4 		– Sell
-5,996
Closed -$1.69M – 263
2024
Q3 		$1.69M Buy
+5,996
New +$1.69M 0.55% 71
2023
Q4 		$160K Sell
712
-492
-41% -$117K 0.36% 98
2023
Q3 		$274K Sell
1,204
-428
-26% -$95.8K 0.12% 211
2023
Q2 		$358K Buy
+1,632
New +$340K 0.19% 177
2022
Q4 		$1K Sell
6
-349
-98% -$65.3K ﹤0.01% 309
2022
Q3 		$61K Sell
355
-152
-30% -$27K 0.16% 199
2022
Q2 		$82K Buy
+507
New +$84.1K 0.22% 168
2022
Q1 		– Sell
-76
Closed -$13K – 473
2021
Q4 		$13K Buy
+76
New +$12.4K 0.02% 373
2021
Q3 		– Sell
-2,573
Closed -$360K – 448
2021
Q2 		$360K Buy
2,573
+1,084
+73% +$153K 0.36% 103
2021
Q1 		$186K Buy
+1,489
New +$180K 0.2% 164
2020
Q2 		– Sell
-3,436
Closed -$280K – 452
2020
Q1 		$280K Buy
+3,436
New +$329K 0.46% 67
2019
Q3 		– Sell
-9,137
Closed -$800K – 282
2019
Q2 		$800K Sell
9,137
-3,606
-28% -$301K 0.45% 89
2019
Q1 		$995K Buy
12,743
+6,677
+110% +$514K 0.57% 69
2018
Q4 		$447K Buy
+6,066
New +$453K 0.35% 128

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's AJG Position: Q2 2026 in Review

Neo Ivy Capital Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 7,957 shares worth $1.83M. The stake represents 0.42% of the portfolio and ranks #91 among its holdings. This is a return to the name: Neo Ivy Capital Management previously reported a position in AJG as recently as Q4 2025.

Neo Ivy Capital Management first reported a position in AJG in Q4 2018 and has held it in 19 quarters since. The position peaked at $3.95M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Neo Ivy Capital Management held 7,957 shares of Arthur J. Gallagher & Co worth $1.83M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Neo Ivy Capital Management position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.42% of Neo Ivy Capital Management's portfolio in Q2 2026, its #91 holding.
  • Neo Ivy Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 19 quarters since.
  • Neo Ivy Capital Management's Arthur J. Gallagher & Co position peaked at $3.95M in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.