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 Q3	$398K	Buy	1,745 +35	+2%	+$8.78K	0.22%	111
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Patrick M. Sweeney & Associates's AJG Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Arthur J. Gallagher & Co (AJG) stake by 2% in Q3 2026, buying an estimated $8.78K and bringing the position to 1,745 shares worth $398K. The position accounts for 0.22% of the portfolio, ranked #111.

Patrick M. Sweeney & Associates first reported a position in AJG in Q4 2023 and has held it in 12 quarters since. The position peaked at $587K in Q1 2025. 727 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Patrick M. Sweeney & Associates held 1,745 shares of Arthur J. Gallagher & Co worth $398K as of Q3 2026.
Patrick M. Sweeney & Associates bought 35 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $8.78K.
Arthur J. Gallagher & Co made up 0.22% of Patrick M. Sweeney & Associates's portfolio in Q3 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 12 quarters since.
Patrick M. Sweeney & Associates's Arthur J. Gallagher & Co position peaked at $587K in Q1 2025.
727 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.