Okabena Investment Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Okabena Investment Services’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	$573K	Hold	2,494	–	–	0.1%	105
2026 Q1	$540K	Sell	2,494 -3	-0.1%	-$693	0.1%	112
2025 Q4	$646K	Hold	2,497	–	–	0.12%	103
2025 Q3	$773K	Buy	2,497 +3	+0.1%	+$904	0.15%	94
2025 Q2	$798K	Hold	2,494	–	–	0.18%	81
2025 Q1	$861K	Hold	2,494	–	–	0.22%	76
2024 Q4	$708K	Sell	2,494 -5,107	-67%	-$1.49M	0.2%	77
2024 Q3	$1.54M	Buy	7,601 +5,107	+205%	+$1.44M	0.43%	45
2024 Q2	$647K	Hold	2,494	–	–	0.21%	76
2024 Q1	$624K	Hold	2,494	–	–	0.21%	80
2023 Q4	$561K	Buy	+2,494	New	+$591K	0.22%	80
2023 Q3	–	Sell	-75	Closed	-$16.5K	–	105
2023 Q2	$16.5K	Buy	+75	New	+$15.6K	0.01%	106
2023 Q1	–	Sell	-2,494	Closed	-$470K	–	203
2022 Q4	$470K	Hold	2,494	–	–	0.31%	67
2022 Q3	$427K	Buy	+2,494	New	+$443K	0.21%	81

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Okabena Investment Services's AJG Position: Q2 2026 in Review

Okabena Investment Services held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 2,494 shares worth $573K. The position accounts for 0.1% of the portfolio, ranked #105.

Okabena Investment Services first reported a position in AJG in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2024. 945 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Okabena Investment Services held 2,494 shares of Arthur J. Gallagher & Co worth $573K as of Q2 2026.
Okabena Investment Services left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.1% of Okabena Investment Services's portfolio in Q2 2026, its #105 holding.
Okabena Investment Services first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 14 quarters since.
Okabena Investment Services's Arthur J. Gallagher & Co position peaked at $1.54M in Q3 2024.
945 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.