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Nicholas Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Nicholas Company’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 		$9.35M Buy
+40,710
New +$8.64M 0.17% 107
2023
Q1 		– Sell
-1,000
Closed -$189K – 220
2022
Q4 		$189K Hold
1,000
– – ﹤0.01% 217
2022
Q3 		$171K Hold
1,000
– – ﹤0.01% 219
2022
Q2 		$163K Hold
1,000
– – ﹤0.01% 222
2022
Q1 		$175K Sell
1,000
-300
-23% -$47.8K ﹤0.01% 229
2021
Q4 		$221K Sell
1,300
-900
-41% -$147K ﹤0.01% 223
2021
Q3 		$327K Sell
2,200
-700
-24% -$100K 0.01% 227
2021
Q2 		$406K Sell
2,900
-58,600
-95% -$8.28M 0.01% 225
2021
Q1 		$7.67M Sell
61,500
-18,515
-23% -$2.23M 0.14% 174
2020
Q4 		$9.9M Sell
80,015
-8,940
-10% -$1.02M 0.19% 134
2020
Q3 		$9.39M Buy
88,955
+7,455
+9% +$773K 0.2% 119
2020
Q2 		$7.95M Hold
81,500
– – 0.18% 130
2020
Q1 		$6.64M Sell
81,500
-4,285
-5% -$410K 0.19% 125
2019
Q4 		$8.17M Sell
85,785
-7,030
-8% -$644K 0.17% 131
2019
Q3 		$8.31M Sell
92,815
-15,040
-14% -$1.35M 0.19% 122
2019
Q2 		$9.45M Buy
107,855
+100
+0.1% +$8.34K 0.21% 117
2019
Q1 		$8.41M Sell
107,755
-10,500
-9% -$809K 0.2% 120
2018
Q4 		$8.71M Sell
118,255
-7,500
-6% -$560K 0.23% 115
2018
Q3 		$9.36M Buy
125,755
+1,300
+1% +$93.2K 0.2% 119
2018
Q2 		$8.12M Buy
124,455
+8,910
+8% +$603K 0.19% 125
2018
Q1 		$7.94M Buy
+115,545
New +$7.8M 0.18% 123

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

Nicholas Company's AJG Position: Q2 2026 in Review

Nicholas Company opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 40,710 shares worth $9.35M. The stake represents 0.17% of the portfolio and ranks #107 among its holdings. This is a return to the name: Nicholas Company previously reported a position in AJG as recently as Q4 2022.

Nicholas Company first reported a position in AJG in Q1 2018 and has held it in 21 quarters since. The position peaked at $9.9M in Q4 2020. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Nicholas Company held 40,710 shares of Arthur J. Gallagher & Co worth $9.35M as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Nicholas Company position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.17% of Nicholas Company's portfolio in Q2 2026, its #107 holding.
  • Nicholas Company first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 21 quarters since.
  • Nicholas Company's Arthur J. Gallagher & Co position peaked at $9.9M in Q4 2020.
  • 1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.