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Pathway Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Pathway Financial 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 		$530K Hold
2,100
– – 0.06% 95
2026
Q1 		$457K Hold
2,100
– – 0.06% 97
2025
Q4 		$552K Hold
2,100
– – 0.07% 90
2025
Q3 		$650K Hold
2,100
– – 0.09% 80
2025
Q2 		$672K Hold
2,100
– – 0.1% 73
2025
Q1 		$725K Hold
2,100
– – 0.13% 71
2024
Q4 		$596K Hold
2,100
– – 0.14% 78
2024
Q3 		$591K Hold
2,100
– – 0.15% 83
2024
Q2 		$545K Hold
2,100
– – 0.15% 80
2024
Q1 		$525K Hold
2,100
– – 0.14% 85
2023
Q4 		$472K Hold
2,100
– – 0.14% 84
2023
Q3 		$479K Hold
2,100
– – 0.16% 67
2023
Q2 		$461K Hold
2,100
– – 0.15% 69
2023
Q1 		$402K Hold
2,100
– – 0.14% 78
2022
Q4 		$396K Hold
2,100
– – 0.12% 78
2022
Q3 		$360K Hold
2,100
– – 0.12% 79
2022
Q2 		$342K Hold
2,100
– – 0.14% 81
2022
Q1 		$367K Hold
2,100
– – 0.14% 87
2021
Q4 		$332K Buy
+2,100
New +$343K 0.12% 93
2021
Q1 		$308K Hold
2,100
– – 0.12% 91
2020
Q4 		$252K Hold
2,100
– – 0.1% 93
2020
Q3 		$222K Hold
2,100
– – 0.09% 94
2020
Q2 		$205K Buy
+2,100
New +$186K 0.06% 92
2020
Q1 		– Sell
-2,100
Closed -$202K – 99
2019
Q4 		$202K Buy
+2,100
New +$192K 0.06% 125
2018
Q3 		– Sell
-2,100
Closed -$137K – 103
2018
Q2 		$137K Hold
2,100
– – 0.08% 122
2018
Q1 		$144K Hold
2,100
– – 0.08% 116
2017
Q4 		$133K Buy
+2,100
New +$134K 0.08% 123

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Pathway Financial Advisors's AJG Position: Q2 2026 in Review

Pathway Financial Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 2,100 shares worth $530K. The position accounts for 0.06% of the portfolio, ranked #95.

Pathway Financial Advisors first reported a position in AJG in Q4 2017 and has held it in 27 quarters since. The position peaked at $725K in Q1 2025. 172 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Pathway Financial Advisors held 2,100 shares of Arthur J. Gallagher & Co worth $530K as of Q2 2026.
  • Pathway Financial Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.06% of Pathway Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Pathway Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 27 quarters since.
  • Pathway Financial Advisors's Arthur J. Gallagher & Co position peaked at $725K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pathway Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.