Occudo Quantitative Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Occudo Quantitative Strategies’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	-5,065	Closed	-$1.05M	–	759
2026 Q1	$1.05M	Buy	+5,065	New	+$1.17M	0.06%	381
2025 Q3	–	Sell	-13,341	Closed	-$4.27M	–	653
2025 Q2	$4.27M	Buy	+13,341	New	+$4.4M	0.48%	55
2024 Q2	–	Sell	-2,913	Closed	-$728K	–	730
2024 Q1	$728K	Buy	+2,913	New	+$700K	0.13%	226
2023 Q2	–	Sell	-18,651	Closed	-$3.57M	–	986
2023 Q1	$3.57M	Buy	18,651 +10,874	+140%	+$2.06M	0.32%	78
2022 Q4	$1.47M	Buy	+7,777	New	+$1.45M	0.17%	186
2022 Q3	–	Sell	-5,145	Closed	-$839K	–	1154
2022 Q2	$839K	Buy	+5,145	New	+$854K	0.07%	442
2022 Q1	–	Sell	-4,715	Closed	-$800K	–	1111
2021 Q4	$800K	Sell	4,715 -1,235	-21%	-$202K	0.07%	443
2021 Q3	$884K	Buy	5,950 +1,525	+34%	+$218K	0.11%	334
2021 Q2	$620K	Buy	+4,425	New	+$625K	0.09%	352

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

Occudo Quantitative Strategies's AJG Position: Q2 2026 in Review

Occudo Quantitative Strategies sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 5,065 shares — an estimated $1.05M sold.

Occudo Quantitative Strategies first reported a position in AJG in Q2 2021 and held it in 9 quarters. The position peaked at $4.27M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Occudo Quantitative Strategies reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Occudo Quantitative Strategies sold 5,065 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.05M.
Occudo Quantitative Strategies first reported a position in Arthur J. Gallagher & Co in Q2 2021 and held it in 9 quarters.
Occudo Quantitative Strategies's Arthur J. Gallagher & Co position peaked at $4.27M in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.