Northwest & Ethical Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Northwest & Ethical Investments’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	$164K	Sell	722 -391	-35%	-$83K	﹤0.01%	437
2026 Q1	$244K	Sell	1,113 -452	-29%	-$104K	0.01%	471
2025 Q4	$410K	Sell	1,565 -1,501	-49%	-$397K	0.01%	415
2025 Q3	$937K	Hold	3,066	–	–	0.02%	339
2025 Q2	$974K	Hold	3,066	–	–	0.02%	327
2025 Q1	$1.06M	Buy	3,066 +2,066	+207%	+$653K	0.03%	319
2024 Q4	$283K	Sell	1,000 -5,032	-83%	-$1.46M	0.01%	383
2024 Q3	$1.7M	Sell	6,032 -2,626	-30%	-$741K	0.04%	264
2024 Q2	$2.25M	Hold	8,658	–	–	0.06%	237
2024 Q1	$2.16M	Sell	8,658 -16,695	-66%	-$4.01M	0.06%	242
2023 Q4	$5.7M	Hold	25,353	–	–	0.18%	165
2023 Q3	$5.78M	Buy	+25,353	New	+$5.67M	0.19%	155
2021 Q4	–	Sell	-35,104	Closed	-$5.22M	–	397
2021 Q3	$5.22M	Sell	35,104 -265	-0.7%	-$37.9K	0.17%	157
2021 Q2	$4.95M	Hold	35,369	–	–	0.16%	165
2021 Q1	$4.41M	Buy	+35,369	New	+$4.27M	0.15%	176

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

Northwest & Ethical Investments's AJG Position: Q2 2026 in Review

Northwest & Ethical Investments reduced its Arthur J. Gallagher & Co (AJG) stake by 35% in Q2 2026, selling an estimated $83K and leaving 722 shares worth $164K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Northwest & Ethical Investments first reported a position in AJG in Q1 2021 and has held it in 15 quarters since. The position peaked at $5.78M in Q3 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Northwest & Ethical Investments held 722 shares of Arthur J. Gallagher & Co worth $164K as of Q2 2026.
Northwest & Ethical Investments sold 391 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $83K.
Arthur J. Gallagher & Co made up ﹤0.01% of Northwest & Ethical Investments's portfolio in Q2 2026, its #437 holding.
Northwest & Ethical Investments first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 15 quarters since.
Northwest & Ethical Investments's Arthur J. Gallagher & Co position peaked at $5.78M in Q3 2023.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.