Nicola Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Nicola Wealth 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	$15M	Buy	65,400 +22,500	+52%	+$4.78M	1.73%	28
2026 Q1	$9.29M	Hold	42,900	–	–	1.12%	44
2025 Q4	$11.1M	Hold	42,900	–	–	1.01%	39
2025 Q3	$13.3M	Buy	42,900 +17,900	+72%	+$5.4M	1.18%	31
2025 Q2	$8M	Sell	25,000 -7,000	-22%	-$2.31M	0.75%	41
2025 Q1	$11M	Sell	32,000 -5,600	-15%	-$1.77M	1.08%	37
2024 Q4	$10.7M	Hold	37,600	–	–	1.01%	41
2024 Q3	$10.6M	Sell	37,600 -3,500	-9%	-$987K	0.84%	43
2024 Q2	$10.7M	Hold	41,100	–	–	0.95%	41
2024 Q1	$10.3M	Hold	41,100	–	–	1%	35
2023 Q4	$9.24M	Hold	41,100	–	–	0.97%	39
2023 Q3	$9.37M	Sell	41,100 -9,000	-18%	-$2.01M	1.01%	34
2023 Q2	$11M	Hold	50,100	–	–	1.08%	37
2023 Q1	$9.58M	Buy	50,100 +20,000	+66%	+$3.79M	0.95%	39
2022 Q4	$5.68M	Buy	30,100 +9,100	+43%	+$1.7M	0.58%	51
2022 Q3	$3.6M	Buy	+21,000	New	+$3.73M	0.39%	76

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nicola Wealth Management's AJG Position: Q2 2026 in Review

Nicola Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 52% in Q2 2026, buying an estimated $4.78M and bringing the position to 65,400 shares worth $15M. The position accounts for 1.73% of the portfolio, ranked #28.

Nicola Wealth Management first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Nicola Wealth Management held 65,400 shares of Arthur J. Gallagher & Co worth $15M as of Q2 2026.
Nicola Wealth Management bought 22,500 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.78M.
Arthur J. Gallagher & Co made up 1.73% of Nicola Wealth Management's portfolio in Q2 2026, its #28 holding.
Nicola Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.