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AJG icon

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

NewEdge 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 		$7.72M Sell
33,623
-4,602
-12% -$977K 0.02% 593
2026
Q1 		$8.28M Sell
38,225
-4,865
-11% -$1.12M 0.03% 506
2025
Q4 		$11.2M Sell
43,090
-165,800
-79% -$43.9M 0.04% 394
2025
Q3 		$64.7M Sell
208,890
-418
-0.2% -$126K 0.29% 65
2025
Q2 		$67M Buy
209,308
+2,632
+1% +$868K 0.35% 55
2025
Q1 		$71.4M Buy
206,676
+18,207
+10% +$5.75M 0.42% 42
2024
Q4 		$53.5M Buy
188,469
+3,718
+2% +$1.08M 0.32% 57
2024
Q3 		$52M Sell
184,751
-2,545
-1% -$718K 0.34% 55
2024
Q2 		$48.6M Buy
187,296
+3,317
+2% +$823K 0.35% 51
2024
Q1 		$46M Sell
183,979
-1,522
-0.8% -$366K 0.4% 49
2023
Q4 		$42.1M Sell
185,501
-7,594
-4% -$1.8M 0.4% 53
2023
Q3 		$44M Sell
193,095
-2,874
-1% -$643K 0.48% 42
2023
Q2 		$43M Sell
195,969
-10,294
-5% -$2.14M 0.49% 41
2023
Q1 		$39.5M Sell
206,263
-7,049
-3% -$1.34M 0.49% 44
2022
Q4 		$4.97M Buy
213,312
+2,645
+1% +$495K 0.13% 165
2022
Q3 		$36.1M Sell
210,667
-1,229
-0.6% -$218K 0.59% 31
2022
Q2 		$34.5M Buy
211,896
+1,512
+0.7% +$251K 0.57% 29
2022
Q1 		$36.7M Buy
210,384
+7,085
+3% +$1.13M 0.59% 34
2021
Q4 		$34.5M Buy
203,299
+12,089
+6% +$1.98M 0.52% 40
2021
Q3 		$28.4M Buy
191,210
+11,562
+6% +$1.65M 0.7% 29
2021
Q2 		$25.2M Buy
179,648
+7,848
+5% +$1.11M 0.67% 33
2021
Q1 		$21.4M Buy
171,800
+157,186
+1,076% +$19M 0.64% 40
2020
Q4 		$1.81M Sell
14,614
-4
-0% -$456 0.06% 278
2020
Q3 		$1.54M Buy
14,618
+11
+0.1% +$1.14K 0.05% 288
2020
Q2 		$1.42M Sell
14,607
-474
-3% -$42K 0.06% 278
2020
Q1 		$1.23M Sell
15,081
-592
-4% -$56.7K 0.06% 270
2019
Q4 		$1.49M Sell
15,673
-314
-2% -$28.8K 0.06% 290
2019
Q3 		$1.43M Buy
15,987
+955
+6% +$85.9K 0.06% 280
2019
Q2 		$1.32M Buy
15,032
+423
+3% +$35.3K 0.08% 239
2019
Q1 		$1.14M Sell
14,609
-304
-2% -$23.4K 0.07% 258
2018
Q4 		$1.1K Sell
14,913
-675
-4% -$50.4K 0.07% 239
2018
Q3 		$1.16M Sell
15,588
-420
-3% -$30.1K 0.09% 211
2018
Q2 		$1.04K Buy
16,008
+293
+2% +$19.8K 0.1% 205
2018
Q1 		$1.05M Buy
15,715
+2,794
+22% +$189K 0.12% 180
2017
Q4 		$821K Sell
12,921
-75
-0.6% -$4.79K 0.11% 185
2017
Q3 		$801K Buy
12,996
+6
+0% +$353 0.12% 168
2017
Q2 		$746K Sell
12,990
-16
-0.1% -$904 0.13% 154
2017
Q1 		$729K Buy
13,006
+1,813
+16% +$99.9K 0.17% 133
2016
Q4 		$586K Buy
11,193
+4,748
+74% +$239K 0.16% 134
2016
Q3 		$328K Buy
6,445
+1,050
+19% +$51.8K 0.1% 161
2016
Q2 		$258K Buy
+5,395
New +$250K 0.11% 133

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
VPM
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

NewEdge Advisors's AJG Position: Q2 2026 in Review

NewEdge Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, selling an estimated $977K and leaving 33,623 shares worth $7.72M. The position accounts for 0.02% of the portfolio, ranked #593.

NewEdge Advisors first reported a position in AJG in Q2 2016 and has held it in 41 quarters since. The position peaked at $71.4M in Q1 2025. 1,060 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • NewEdge Advisors held 33,623 shares of Arthur J. Gallagher & Co worth $7.72M as of Q2 2026.
  • NewEdge Advisors sold 4,602 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $977K.
  • Arthur J. Gallagher & Co made up 0.02% of NewEdge Advisors's portfolio in Q2 2026, its #593 holding.
  • NewEdge Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2016 and has held it in 41 quarters since.
  • NewEdge Advisors's Arthur J. Gallagher & Co position peaked at $71.4M in Q1 2025.
  • 1,060 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.