Patrick M. Sweeney & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Patrick M. Sweeney & Associates’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	$393K	Buy	1,710 +65	+4%	+$13.8K	0.23%	111
2026 Q1	$356K	Buy	1,645 +35	+2%	+$8.08K	0.23%	110
2025 Q4	$417K	Sell	1,610 -65	-4%	-$17.2K	0.26%	90
2025 Q3	$519K	Hold	1,675	–	–	0.34%	75
2025 Q2	$533K	Sell	1,675 -25	-1%	-$8.24K	0.37%	69
2025 Q1	$587K	Hold	1,700	–	–	0.44%	59
2024 Q4	$483K	Hold	1,700	–	–	0.36%	74
2024 Q3	$478K	Sell	1,700 -15	-0.9%	-$4.23K	0.35%	75
2024 Q2	$445K	Hold	1,715	–	–	0.36%	72
2024 Q1	$429K	Buy	1,715 +92	+6%	+$22.1K	0.35%	75
2023 Q4	$365K	Buy	+1,623	New	+$384K	0.33%	77

Other funds holding AJG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Patrick M. Sweeney & Associates's AJG Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Arthur J. Gallagher & Co (AJG) stake by 4% in Q2 2026, buying an estimated $13.8K and bringing the position to 1,710 shares worth $393K. The position accounts for 0.23% of the portfolio, ranked #111.

Patrick M. Sweeney & Associates first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $587K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Patrick M. Sweeney & Associates held 1,710 shares of Arthur J. Gallagher & Co worth $393K as of Q2 2026.
Patrick M. Sweeney & Associates bought 65 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $13.8K.
Arthur J. Gallagher & Co made up 0.23% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #111 holding.
Patrick M. Sweeney & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Arthur J. Gallagher & Co position peaked at $587K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.