Perennial Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Perennial Investment 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	$277K	Buy	+1,207	New	+$256K	0.02%	459
2026 Q1	–	Sell	-1,050	Closed	-$272K	–	514
2025 Q4	$272K	Sell	1,050 -38	-3%	-$10.1K	0.02%	399
2025 Q3	$337K	Sell	1,088 -1	-0.1%	-$301	0.03%	340
2025 Q2	$348K	Buy	1,089 +23	+2%	+$7.58K	0.03%	316
2025 Q1	$368K	Buy	1,066 +76	+8%	+$24K	0.04%	277
2024 Q4	$281K	Buy	990 +27	+3%	+$7.86K	0.03%	307
2024 Q3	$271K	Hold	963	–	–	0.04%	306
2024 Q2	$250K	Buy	963 +113	+13%	+$28K	0.04%	306
2024 Q1	$212K	Buy	+850	New	+$204K	0.03%	313

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's AJG Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,207 shares worth $277K. The stake represents 0.02% of the portfolio and ranks #459 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in AJG as recently as Q4 2025.

Perennial Investment Advisors first reported a position in AJG in Q1 2024 and has held it in 9 quarters since. The position peaked at $368K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Perennial Investment Advisors held 1,207 shares of Arthur J. Gallagher & Co worth $277K as of Q2 2026.
Arthur J. Gallagher & Co was a new Perennial Investment Advisors position in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #459 holding.
Perennial Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 9 quarters since.
Perennial Investment Advisors's Arthur J. Gallagher & Co position peaked at $368K in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.