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Oak Ridge Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Oak Ridge 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 		– Sell
-1,309
Closed -$284K – 172
2026
Q1 		$284K Sell
1,309
-764
-37% -$176K 0.02% 163
2025
Q4 		$536K Sell
2,073
-1,881
-48% -$498K 0.03% 147
2025
Q3 		$1.22M Buy
3,954
+26
+0.7% +$7.84K 0.08% 115
2025
Q2 		$1.26M Sell
3,928
-647
-14% -$213K 0.09% 108
2025
Q1 		$1.58M Sell
4,575
-113
-2% -$35.7K 0.13% 98
2024
Q4 		$1.33M Sell
4,688
-22
-0.5% -$6.4K 0.1% 106
2024
Q3 		$1.33M Sell
4,710
-108
-2% -$30.5K 0.12% 101
2024
Q2 		$1.25M Buy
4,818
+10
+0.2% +$2.48K 0.12% 103
2024
Q1 		$1.2M Sell
4,808
-560
-10% -$135K 0.12% 112
2023
Q4 		$1.21M Sell
5,368
-318
-6% -$75.3K 0.14% 114
2023
Q3 		$1.3M Sell
5,686
-12
-0.2% -$2.69K 0.17% 106
2023
Q2 		$1.25M Sell
5,698
-77
-1% -$16K 0.15% 114
2023
Q1 		$1.1M Buy
5,775
+1,656
+40% +$314K 0.15% 120
2022
Q4 		$777K Buy
+4,119
New +$770K 0.12% 128

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Oak Ridge Investments's AJG Position: Q2 2026 in Review

Oak Ridge Investments sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 1,309 shares — an estimated $284K sold.

Oak Ridge Investments first reported a position in AJG in Q4 2022 and held it in 14 quarters. The position peaked at $1.58M in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Oak Ridge Investments reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Oak Ridge Investments sold 1,309 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $284K.
  • Oak Ridge Investments first reported a position in Arthur J. Gallagher & Co in Q4 2022 and held it in 14 quarters.
  • Oak Ridge Investments's Arthur J. Gallagher & Co position peaked at $1.58M in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.