Paladin Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Paladin Advisory Group’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	$38.3K	Hold	167	–	–	0.03%	163
2026 Q1	$36.2K	Sell	167 -33	-17%	-$7.62K	0.03%	163
2025 Q4	$51.8K	Hold	200	–	–	0.04%	152
2025 Q3	$61.9K	Hold	200	–	–	0.05%	131
2025 Q2	$64K	Hold	200	–	–	0.05%	131
2025 Q1	$69K	Hold	200	–	–	0.06%	132
2024 Q4	$56.8K	Hold	200	–	–	0.04%	145
2024 Q3	$56.3K	Hold	200	–	–	0.04%	147
2024 Q2	$51.8K	Hold	200	–	–	0.04%	145
2024 Q1	$49.4K	Hold	200	–	–	0.04%	145
2023 Q4	$45K	Hold	200	–	–	0.04%	149
2023 Q3	$45.6K	Hold	200	–	–	0.04%	155
2023 Q2	$43.9K	Hold	200	–	–	0.04%	161
2023 Q1	$38.3K	Buy	+200	New	+$37.9K	0.03%	165
2022 Q2	–	Sell	-200	Closed	-$33.2K	–	289
2022 Q1	$35K	Buy	+200	New	+$31.9K	0.03%	190

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Paladin Advisory Group's AJG Position: Q2 2026 in Review

Paladin Advisory Group held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 167 shares worth $38.3K. The position accounts for 0.03% of the portfolio, ranked #163.

Paladin Advisory Group first reported a position in AJG in Q1 2022 and has held it in 15 quarters since. The position peaked at $69K in Q1 2025. 492 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Paladin Advisory Group held 167 shares of Arthur J. Gallagher & Co worth $38.3K as of Q2 2026.
Paladin Advisory Group left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.03% of Paladin Advisory Group's portfolio in Q2 2026, its #163 holding.
Paladin Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 15 quarters since.
Paladin Advisory Group's Arthur J. Gallagher & Co position peaked at $69K in Q1 2025.
492 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Paladin Advisory Group's 13F filing for Q2 2026, filed 28 Jul 2026.