Pathstone Holdings
AJG icon

Pathstone Holdings’s Arthur J. Gallagher & Co AJG Stock Holding History

Pathstone Holdings’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 		$9.29M Buy
40,375
+2,461
+6% +$523K 0.03% 432
2026
Q1 		$8.21M Buy
37,914
+201
+0.5% +$46.4K 0.03% 406
2025
Q4 		$9.76M Sell
37,713
-9,075
-19% -$2.4M 0.04% 347
2025
Q3 		$14.5M Buy
46,788
+10,129
+28% +$3.05M 0.06% 232
2025
Q2 		$11.8M Sell
36,659
-2,781
-7% -$917K 0.05% 276
2025
Q1 		$13.6M Buy
39,440
+4,627
+13% +$1.46M 0.06% 245
2024
Q4 		$9.88M Buy
34,813
+1,793
+5% +$522K 0.04% 317
2024
Q3 		$9.29M Sell
33,020
-105
-0.3% -$29.6K 0.04% 352
2024
Q2 		$8.59M Buy
33,125
+2,583
+8% +$641K 0.04% 349
2024
Q1 		$7.64M Buy
30,542
+7,322
+32% +$1.76M 0.04% 384
2023
Q4 		$5.22M Buy
+23,220
New +$5.5M 0.03% 425

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pathstone Holdings's AJG Position: Q2 2026 in Review

Pathstone Holdings increased its Arthur J. Gallagher & Co (AJG) stake by 6.5% in Q2 2026, buying an estimated $523K and bringing the position to 40,375 shares worth $9.29M. The position accounts for 0.03% of the portfolio, ranked #432.

Pathstone Holdings first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.5M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Pathstone Holdings held 40,375 shares of Arthur J. Gallagher & Co worth $9.29M as of Q2 2026.
  • Pathstone Holdings bought 2,461 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $523K.
  • Arthur J. Gallagher & Co made up 0.03% of Pathstone Holdings's portfolio in Q2 2026, its #432 holding.
  • Pathstone Holdings first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Pathstone Holdings's Arthur J. Gallagher & Co position peaked at $14.5M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.