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North Point Portfolio Managers’s Arthur J. Gallagher & Co AJG Stock Holding History

North Point Portfolio Managers’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
Q3 		$14.6M Sell
64,216
-1,184
-2% -$297K 2.46% 14
2026
Q2 		$15M Sell
65,400
-1,082
-2% -$230K 2.48% 16
2026
Q1 		$14.4M Sell
66,482
-1,113
-2% -$257K 2.56% 15
2025
Q4 		$17.5M Buy
67,595
+265
+0.4% +$70.2K 2.96% 10
2025
Q3 		$20.9M Sell
67,330
-546
-0.8% -$165K 3.45% 6
2025
Q2 		$21.7M Sell
67,876
-1,145
-2% -$377K 3.73% 5
2025
Q1 		$23.8M Buy
69,021
+365
+0.5% +$115K 4.18% 5
2024
Q4 		$19.5M Sell
68,656
-1,413
-2% -$411K 3.39% 8
2024
Q3 		$19.7M Sell
70,069
-493
-0.7% -$139K 3.16% 8
2024
Q2 		$18.3M Sell
70,562
-448
-0.6% -$111K 3.22% 7
2024
Q1 		$17.8M Sell
71,010
-942
-1% -$226K 3% 10
2023
Q4 		$16.2M Sell
71,952
-9,489
-12% -$2.25M 2.95% 10
2023
Q3 		$18.6M Buy
81,441
+155
+0.2% +$34.7K 3.79% 5
2023
Q2 		$17.8M Sell
81,286
-23,775
-23% -$4.95M 3.54% 6
2023
Q1 		$20.1M Sell
105,061
-225
-0.2% -$42.7K 3.2% 10
2022
Q4 		$19.9M Buy
105,286
+669
+0.6% +$125K 3.33% 9
2022
Q3 		$17.9M Sell
104,617
-1,256
-1% -$223K 3.34% 8
2022
Q2 		$17.3M Sell
105,873
-1,537
-1% -$255K 3.02% 9
2022
Q1 		$18.8M Sell
107,410
-300
-0.3% -$47.8K 2.76% 14
2021
Q4 		$18.3M Sell
107,710
-3,599
-3% -$588K 2.4% 19
2021
Q3 		$16.5M Sell
111,309
-1,750
-2% -$250K 2.32% 19
2021
Q2 		$15.8M Sell
113,059
-1,552
-1% -$219K 2.18% 22
2021
Q1 		$14.3M Sell
114,611
-695
-0.6% -$83.9K 2.07% 24
2020
Q4 		$14.3M Buy
115,306
+1,347
+1% +$153K 2.15% 24
2020
Q3 		$12M Buy
113,959
+4,764
+4% +$494K 2.05% 27
2020
Q2 		$10.6M Buy
+109,195
New +$9.67M 1.92% 30

Other funds holding AJG

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

North Point Portfolio Managers's AJG Position: Q3 2026 in Review

North Point Portfolio Managers reduced its Arthur J. Gallagher & Co (AJG) stake by 1.8% in Q3 2026, selling an estimated $297K and leaving 64,216 shares worth $14.6M. The position accounts for 2.46% of the portfolio, ranked #14.

North Point Portfolio Managers first reported a position in AJG in Q2 2020 and has held it in 26 quarters since. The position peaked at $23.8M in Q1 2025. 129 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • North Point Portfolio Managers held 64,216 shares of Arthur J. Gallagher & Co worth $14.6M as of Q3 2026.
  • North Point Portfolio Managers sold 1,184 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $297K.
  • Arthur J. Gallagher & Co made up 2.46% of North Point Portfolio Managers's portfolio in Q3 2026, its #14 holding.
  • North Point Portfolio Managers first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 26 quarters since.
  • North Point Portfolio Managers's Arthur J. Gallagher & Co position peaked at $23.8M in Q1 2025.
  • 129 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.