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NEOS Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

NEOS Investment 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 		$9.59M Buy
41,756
+5,073
+14% +$1.08M 0.04% 276
2026
Q1 		$7.94M Buy
36,683
+6,090
+20% +$1.41M 0.04% 265
2025
Q4 		$7.92M Buy
30,593
+4,948
+19% +$1.31M 0.05% 262
2025
Q3 		$7.94M Buy
25,645
+8,580
+50% +$2.59M 0.06% 233
2025
Q2 		$5.46M Buy
17,065
+3,570
+26% +$1.18M 0.07% 231
2025
Q1 		$4.66M Buy
13,495
+2,507
+23% +$792K 0.09% 203
2024
Q4 		$3.12M Buy
10,988
+2,485
+29% +$723K 0.07% 231
2024
Q3 		$2.39M Buy
8,503
+1,624
+24% +$458K 0.07% 239
2024
Q2 		$1.78M Buy
6,879
+1,992
+41% +$494K 0.07% 234
2024
Q1 		$1.22M Buy
4,887
+1,828
+60% +$439K 0.08% 226
2023
Q4 		$688K Buy
3,059
+825
+37% +$195K 0.07% 229
2023
Q3 		$509K Buy
+2,234
New +$500K 0.07% 208

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

NEOS Investment Management's AJG Position: Q2 2026 in Review

NEOS Investment Management increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, buying an estimated $1.08M and bringing the position to 41,756 shares worth $9.59M. The position accounts for 0.04% of the portfolio, ranked #276.

NEOS Investment Management first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • NEOS Investment Management held 41,756 shares of Arthur J. Gallagher & Co worth $9.59M as of Q2 2026.
  • NEOS Investment Management bought 5,073 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.08M.
  • Arthur J. Gallagher & Co made up 0.04% of NEOS Investment Management's portfolio in Q2 2026, its #276 holding.
  • NEOS Investment Management first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.