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Pine Valley Investments’s Arthur J. Gallagher & Co AJG Stock Holding History

Pine Valley Investments’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 		$2.12M Buy
9,254
+529
+6% +$112K 0.08% 218
2026
Q1 		$1.89M Buy
8,725
+2,151
+33% +$497K 0.09% 218
2025
Q4 		$1.7M Sell
6,574
-211
-3% -$55.9K 0.08% 215
2025
Q3 		$2.1M Sell
6,785
-232
-3% -$69.9K 0.1% 191
2025
Q2 		$2.25M Buy
7,017
+276
+4% +$91K 0.12% 175
2025
Q1 		$2.33M Sell
6,741
-2,048
-23% -$647K 0.14% 169
2024
Q4 		$2.49M Sell
8,789
-1,000
-10% -$291K 0.15% 153
2024
Q3 		$2.75M Buy
9,789
+272
+3% +$76.7K 0.17% 133
2024
Q2 		$2.47M Buy
9,517
+1,129
+13% +$280K 0.16% 134
2024
Q1 		$2.1M Buy
8,388
+679
+9% +$163K 0.14% 155
2023
Q4 		$1.73M Buy
7,709
+1,391
+22% +$329K 0.12% 169
2023
Q3 		$1.44M Buy
6,318
+996
+19% +$223K 0.13% 168
2023
Q2 		$1.17M Buy
5,322
+270
+5% +$56.2K 0.11% 174
2023
Q1 		$1.09M Buy
+5,052
New +$959K 0.16% 123

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Pine Valley Investments's AJG Position: Q2 2026 in Review

Pine Valley Investments increased its Arthur J. Gallagher & Co (AJG) stake by 6.1% in Q2 2026, buying an estimated $112K and bringing the position to 9,254 shares worth $2.12M. The position accounts for 0.08% of the portfolio, ranked #218.

Pine Valley Investments first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.75M in Q3 2024. 620 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Pine Valley Investments held 9,254 shares of Arthur J. Gallagher & Co worth $2.12M as of Q2 2026.
  • Pine Valley Investments bought 529 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $112K.
  • Arthur J. Gallagher & Co made up 0.08% of Pine Valley Investments's portfolio in Q2 2026, its #218 holding.
  • Pine Valley Investments first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Arthur J. Gallagher & Co position peaked at $2.75M in Q3 2024.
  • 620 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.