Ninety One North America’s Arthur J. Gallagher & Co AJG Stock Holding History

Ninety One North America’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	$144K	Sell	628 -565	-47%	-$120K	0.01%	100
2026 Q1	$258K	Sell	1,193 -698	-37%	-$161K	0.01%	92
2025 Q4	$489K	Sell	1,891 -606	-24%	-$160K	0.02%	94
2025 Q3	$773K	Sell	2,497 -831	-25%	-$251K	0.04%	60
2025 Q2	$1.07M	Sell	3,328 -603	-15%	-$199K	0.05%	52
2025 Q1	$1.36M	Sell	3,931 -627	-14%	-$198K	0.09%	55
2024 Q4	$1.29M	Sell	4,558 -597	-12%	-$174K	0.08%	58
2024 Q3	$1.45M	Buy	+5,155	New	+$1.45M	0.1%	54

Other funds holding AJG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Ninety One North America's AJG Position: Q2 2026 in Review

Ninety One North America reduced its Arthur J. Gallagher & Co (AJG) stake by 47% in Q2 2026, selling an estimated $120K and leaving 628 shares worth $144K. The position accounts for 0.01% of the portfolio, ranked #100.

Ninety One North America first reported a position in AJG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.45M in Q3 2024. 656 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Ninety One North America held 628 shares of Arthur J. Gallagher & Co worth $144K as of Q2 2026.
Ninety One North America sold 565 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $120K.
Arthur J. Gallagher & Co made up 0.01% of Ninety One North America's portfolio in Q2 2026, its #100 holding.
Ninety One North America first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 8 quarters since.
Ninety One North America's Arthur J. Gallagher & Co position peaked at $1.45M in Q3 2024.
656 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ninety One North America's 13F filing for Q2 2026, filed 16 Jul 2026.