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

Pin Oak 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	$24K	Buy	106 +3	+3%	+$637	0.02%	292
2026 Q1	$22K	Hold	103	–	–	0.02%	290
2025 Q4	$25K	Hold	103	–	–	0.02%	286
2025 Q3	$31.9K	Hold	103	–	–	0.02%	251
2025 Q2	$35K	Hold	103	–	–	0.03%	224
2025 Q1	$35K	Hold	103	–	–	0.03%	217
2024 Q4	$29K	Hold	103	–	–	0.03%	233
2024 Q3	$28K	Buy	103 +87	+544%	+$24.5K	0.03%	238
2024 Q2	$4K	Hold	16	–	–	﹤0.01%	396
2024 Q1	$4K	Hold	16	–	–	﹤0.01%	397
2023 Q4	$4K	Hold	16	–	–	﹤0.01%	399
2023 Q3	$4K	Sell	16 -209	-93%	-$46.8K	﹤0.01%	390
2023 Q2	$49K	Buy	225 +209	+1,306%	+$43.5K	0.05%	161
2023 Q1	$3K	Hold	16	–	–	﹤0.01%	384
2022 Q4	$3K	Buy	+16	New	+$2.99K	﹤0.01%	372
2020 Q1	–	Sell	-188	Closed	-$18K	–	397
2019 Q4	$18K	Hold	188	–	–	0.01%	268
2019 Q3	$17K	Hold	188	–	–	0.01%	271
2019 Q2	$16K	Buy	+188	New	+$15.7K	0.01%	291
2018 Q3	–	Sell	-101	Closed	-$7K	–	412
2018 Q2	$7K	Buy	101 +36	+55%	+$2.44K	0.01%	337
2018 Q1	$4K	Hold	65	–	–	﹤0.01%	383
2017 Q4	$4K	Buy	+65	New	+$4.15K	﹤0.01%	390

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 $3.37T AUM 44.26% 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

Pin Oak Investment Advisors's AJG Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q2 2026, buying an estimated $637 and bringing the position to 106 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #292.

Pin Oak Investment Advisors first reported a position in AJG in Q4 2017 and has held it in 21 quarters since. The position peaked at $49K in Q2 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Pin Oak Investment Advisors held 106 shares of Arthur J. Gallagher & Co worth $24K as of Q2 2026.
Pin Oak Investment Advisors bought 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
Arthur J. Gallagher & Co made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #292 holding.
Pin Oak Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 21 quarters since.
Pin Oak Investment Advisors's Arthur J. Gallagher & Co position peaked at $49K in Q2 2023.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.