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OneDigital Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

OneDigital Investment Advisors’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 		$1.19M Buy
5,177
+1,694
+49% +$360K 0.01% 678
2026
Q1 		$754K Sell
3,483
-3,389
-49% -$783K 0.01% 781
2025
Q4 		$1.78M Sell
6,872
-279
-4% -$73.9K 0.02% 491
2025
Q3 		$2.22M Sell
7,151
-348
-5% -$105K 0.02% 416
2025
Q2 		$2.4M Sell
7,499
-509
-6% -$168K 0.03% 386
2025
Q1 		$2.76M Sell
8,008
-2,492
-24% -$787K 0.03% 326
2024
Q4 		$2.98M Buy
10,500
+404
+4% +$118K 0.03% 334
2024
Q3 		$2.84M Sell
10,096
-183
-2% -$51.6K 0.03% 351
2024
Q2 		$2.67M Buy
10,279
+156
+2% +$38.7K 0.03% 355
2024
Q1 		$2.53M Sell
10,123
-361
-3% -$86.8K 0.04% 285
2023
Q4 		$2.36M Sell
10,484
-105
-1% -$24.9K 0.04% 284
2023
Q3 		$2.41M Buy
10,589
+480
+5% +$107K 0.05% 244
2023
Q2 		$2.22M Sell
10,109
-252
-2% -$52.4K 0.05% 259
2023
Q1 		$1.98M Sell
10,361
-125
-1% -$23.7K 0.05% 276
2022
Q4 		$1.98M Buy
10,486
+4,324
+70% +$809K 0.06% 257
2022
Q3 		$1.05M Buy
6,162
+77
+1% +$13.7K 0.04% 279
2022
Q2 		$992K Sell
6,085
-210
-3% -$34.9K 0.04% 260
2022
Q1 		$1.1M Sell
6,295
-389
-6% -$62K 0.04% 254
2021
Q4 		$1.13M Buy
6,684
+43
+0.6% +$7.03K 0.04% 260
2021
Q3 		$987K Buy
6,641
+127
+2% +$18.2K 0.04% 270
2021
Q2 		$913K Buy
6,514
+7
+0.1% +$989 0.04% 274
2021
Q1 		$812K Sell
6,507
-4
-0.1% -$483 0.04% 286
2020
Q4 		$806K Sell
6,511
-298
-4% -$33.9K 0.04% 263
2020
Q3 		$719K Buy
6,809
+101
+2% +$10.5K 0.05% 241
2020
Q2 		$654K Buy
6,708
+9
+0.1% +$797 0.05% 262
2020
Q1 		$546K Buy
6,699
+13
+0.2% +$1.25K 0.05% 264
2019
Q4 		$637K Buy
6,686
+1,208
+22% +$111K 0.05% 257
2019
Q3 		$491K Buy
5,478
+27
+0.5% +$2.43K 0.04% 278
2019
Q2 		$477K Buy
+5,451
New +$455K 0.04% 264
2017
Q3 		– Sell
-349
Closed -$20K – 1033
2017
Q2 		$20K Buy
+349
New +$19.7K 0.01% 739

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return

OneDigital Investment Advisors's AJG Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 49% in Q2 2026, buying an estimated $360K and bringing the position to 5,177 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #678.

OneDigital Investment Advisors first reported a position in AJG in Q2 2017 and has held it in 30 quarters since. The position peaked at $2.98M in Q4 2024. 820 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • OneDigital Investment Advisors held 5,177 shares of Arthur J. Gallagher & Co worth $1.19M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,694 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $360K.
  • Arthur J. Gallagher & Co made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #678 holding.
  • OneDigital Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2017 and has held it in 30 quarters since.
  • OneDigital Investment Advisors's Arthur J. Gallagher & Co position peaked at $2.98M in Q4 2024.
  • 820 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.