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

PFG 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
Q3 		$3.05M Sell
13,380
-986
-7% -$247K 0.16% 158
2026
Q2 		$3.3M Sell
14,366
-3,526
-20% -$749K 0.17% 157
2026
Q1 		$3.88M Buy
17,892
+165
+0.9% +$38.1K 0.19% 131
2025
Q4 		$4.59M Sell
17,727
-15,060
-46% -$3.99M 0.22% 99
2025
Q3 		$10.2M Buy
32,787
+3,522
+12% +$1.06M 0.42% 52
2025
Q2 		$9.37M Buy
29,265
+3,512
+14% +$1.16M 0.43% 37
2025
Q1 		$8.89M Buy
25,753
+6,952
+37% +$2.2M 0.5% 47
2024
Q4 		$5.34M Buy
18,801
+503
+3% +$146K 0.33% 72
2024
Q3 		$5.15M Sell
18,298
-1,916
-9% -$540K 0.32% 73
2024
Q2 		$5.24M Buy
20,214
+1,907
+10% +$473K 0.35% 68
2024
Q1 		$4.58M Sell
18,307
-455
-2% -$109K 0.33% 67
2023
Q4 		$4.22M Buy
18,762
+151
+0.8% +$35.8K 0.34% 72
2023
Q3 		$4.24M Buy
18,611
+189
+1% +$42.3K 0.38% 65
2023
Q2 		$4.04M Buy
18,422
+110
+0.6% +$22.9K 0.31% 85
2023
Q1 		$3.5M Buy
18,312
+529
+3% +$100K 0.29% 93
2022
Q4 		$3.35M Buy
17,783
+2,009
+13% +$376K 0.33% 73
2022
Q3 		$2.7M Buy
15,774
+220
+1% +$39.1K 0.31% 78
2022
Q2 		$2.54M Buy
15,554
+1,422
+10% +$236K 0.29% 80
2022
Q1 		$2.47M Buy
+14,132
New +$2.25M 0.25% 91

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

PFG Advisors's AJG Position: Q3 2026 in Review

PFG Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 6.9% in Q3 2026, selling an estimated $247K and leaving 13,380 shares worth $3.05M. The position accounts for 0.16% of the portfolio, ranked #158.

PFG Advisors first reported a position in AJG in Q1 2022 and has held it in 19 quarters since. The position peaked at $10.2M in Q3 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • PFG Advisors held 13,380 shares of Arthur J. Gallagher & Co worth $3.05M as of Q3 2026.
  • PFG Advisors sold 986 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $247K.
  • Arthur J. Gallagher & Co made up 0.16% of PFG Advisors's portfolio in Q3 2026, its #158 holding.
  • PFG Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 19 quarters since.
  • PFG Advisors's Arthur J. Gallagher & Co position peaked at $10.2M in Q3 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.