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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
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

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

North Point Portfolio Managers's AJG Position: Q2 2026 in Review

North Point Portfolio Managers reduced its Arthur J. Gallagher & Co (AJG) stake by 1.6% in Q2 2026, selling an estimated $230K and leaving 65,400 shares worth $15M. The position accounts for 2.48% of the portfolio, ranked #16.

North Point Portfolio Managers first reported a position in AJG in Q2 2020 and has held it in 25 quarters since. The position peaked at $23.8M in Q1 2025. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • North Point Portfolio Managers held 65,400 shares of Arthur J. Gallagher & Co worth $15M as of Q2 2026.
  • North Point Portfolio Managers sold 1,082 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $230K.
  • Arthur J. Gallagher & Co made up 2.48% of North Point Portfolio Managers's portfolio in Q2 2026, its #16 holding.
  • North Point Portfolio Managers first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 25 quarters since.
  • North Point Portfolio Managers's Arthur J. Gallagher & Co position peaked at $23.8M in Q1 2025.
  • 1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.