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Patton Fund Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Patton Fund Management’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 		– Sell
-950
Closed -$206K – 98
2026
Q1 		$206K Hold
950
– – 0.03% 475
2025
Q4 		$246K Buy
950
+267
+39% +$70.7K 0.03% 112
2025
Q3 		$212K Hold
683
– – 0.04% 413
2025
Q2 		$219K Buy
+683
New +$225K 0.05% 396
2024
Q2 		– Sell
-815
Closed -$204K – 84
2024
Q1 		$204K Buy
+815
New +$196K 0.04% 103
2023
Q4 		– Sell
-9,635
Closed -$2.2M – 74
2023
Q3 		$2.2M Sell
9,635
-6,613
-41% -$1.48M 0.6% 30
2023
Q2 		$3.57M Buy
16,248
+7,940
+96% +$1.65M 1.04% 19
2023
Q1 		$1.59M Sell
8,308
-5,737
-41% -$1.09M 0.45% 59
2022
Q4 		$2.65M Sell
14,045
-314
-2% -$58.7K 0.77% 35
2022
Q3 		$2.46M Sell
14,359
-1,272
-8% -$226K 1% 14
2022
Q2 		$2.55M Buy
15,631
+2,087
+15% +$346K 0.95% 15
2022
Q1 		$2.37M Sell
13,544
-578
-4% -$92.2K 0.65% 67
2021
Q4 		$2.4M Buy
+14,122
New +$2.31M 0.73% 42

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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Patton Fund Management's AJG Position: Q2 2026 in Review

Patton Fund Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 950 shares — an estimated $206K sold.

Patton Fund Management first reported a position in AJG in Q4 2021 and held it in 13 quarters. The position peaked at $3.57M in Q2 2023. 239 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Patton Fund Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 950 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $206K.
  • Patton Fund Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and held it in 13 quarters.
  • Patton Fund Management's Arthur J. Gallagher & Co position peaked at $3.57M in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.