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Picton Mahoney Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Picton Mahoney Asset 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 		$15.5M Buy
67,626
+44,563
+193% +$9.46M 0.11% 168
2026
Q1 		$4.99M Sell
23,063
-15,444
-40% -$3.57M 0.04% 359
2025
Q4 		$9.97M Sell
38,507
-9,974
-21% -$2.64M 0.08% 209
2025
Q3 		$15M Sell
48,481
-2,247
-4% -$677K 0.14% 140
2025
Q2 		$16.2M Buy
50,728
+7,625
+18% +$2.51M 0.17% 125
2025
Q1 		$14.9M Buy
43,103
+2,578
+6% +$814K 0.26% 87
2024
Q4 		$11.5M Buy
+40,525
New +$11.8M 0.23% 114
2024
Q3 		– Sell
-71,530
Closed -$18.6M – 844
2024
Q2 		$18.6M Sell
71,530
-2,114
-3% -$524K 0.72% 33
2024
Q1 		$18.4M Sell
73,644
-12,878
-15% -$3.1M 0.55% 38
2023
Q4 		$19.5M Buy
86,522
+16,181
+23% +$3.83M 0.53% 29
2023
Q3 		$16M Sell
70,341
-2,251
-3% -$504K 0.48% 43
2023
Q2 		$15.9M Buy
72,592
+2,577
+4% +$536K 0.69% 31
2023
Q1 		$13.4M Buy
70,015
+5,459
+8% +$1.04M 0.6% 39
2022
Q4 		$12.2M Sell
64,556
-6,044
-9% -$1.13M 0.57% 30
2022
Q3 		$12.1M Buy
70,600
+9,380
+15% +$1.67M 0.44% 35
2022
Q2 		$9.98M Buy
61,220
+28,155
+85% +$4.67M 0.38% 51
2022
Q1 		$5.77M Buy
+33,065
New +$5.27M 0.2% 112

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Picton Mahoney Asset Management's AJG Position: Q2 2026 in Review

Picton Mahoney Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 193% in Q2 2026, buying an estimated $9.46M and bringing the position to 67,626 shares worth $15.5M. The position accounts for 0.11% of the portfolio, ranked #168.

Picton Mahoney Asset Management first reported a position in AJG in Q1 2022 and has held it in 17 quarters since. The position peaked at $19.5M in Q4 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Picton Mahoney Asset Management held 67,626 shares of Arthur J. Gallagher & Co worth $15.5M as of Q2 2026.
  • Picton Mahoney Asset Management bought 44,563 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $9.46M.
  • Arthur J. Gallagher & Co made up 0.11% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #168 holding.
  • Picton Mahoney Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 17 quarters since.
  • Picton Mahoney Asset Management's Arthur J. Gallagher & Co position peaked at $19.5M in Q4 2023.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.