Pinnacle Associates
AJG icon

Pinnacle Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Pinnacle Associates’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 		$826K Sell
3,623
-115
-3% -$28.8K 0.01% 571
2026
Q2 		$858K Sell
3,738
-149
-4% -$31.6K 0.01% 573
2026
Q1 		$842K Buy
3,887
+41
+1% +$9.47K 0.01% 550
2025
Q4 		$995K Sell
3,846
-76
-2% -$20.1K 0.01% 517
2025
Q3 		$1.21M Sell
3,922
-31
-0.8% -$9.34K 0.02% 476
2025
Q2 		$1.27M Buy
3,953
+144
+4% +$47.5K 0.02% 462
2025
Q1 		$1.31M Sell
3,809
-78
-2% -$24.6K 0.02% 438
2024
Q4 		$1.1M Buy
3,887
+2,421
+165% +$705K 0.02% 469
2024
Q3 		$330K Sell
1,466
-2,497
-63% -$704K 0.01% 652
2024
Q2 		$1.03M Buy
3,963
+2,495
+170% +$619K 0.02% 463
2024
Q1 		$367K Buy
1,468
+2
+0.1% +$481 0.01% 648
2023
Q4 		$330K Sell
1,466
-88
-6% -$20.8K 0.01% 662
2023
Q3 		$354K Buy
1,554
+14
+0.9% +$3.13K 0.01% 628
2023
Q2 		$338K Buy
1,540
+21
+1% +$4.37K 0.01% 649
2023
Q1 		$291K Sell
1,519
-50
-3% -$9.49K 0.01% 629
2022
Q4 		$296K Buy
1,569
+122
+8% +$22.8K 0.01% 614
2022
Q3 		$248K Buy
+1,447
New +$257K 0.01% 645

Other funds holding AJG

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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 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
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pinnacle Associates's AJG Position: Q3 2026 in Review

Pinnacle Associates reduced its Arthur J. Gallagher & Co (AJG) stake by 3.1% in Q3 2026, selling an estimated $28.8K and leaving 3,623 shares worth $826K. The position accounts for 0.01% of the portfolio, ranked #571.

Pinnacle Associates first reported a position in AJG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.31M in Q1 2025. 748 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Pinnacle Associates held 3,623 shares of Arthur J. Gallagher & Co worth $826K as of Q3 2026.
  • Pinnacle Associates sold 115 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $28.8K.
  • Arthur J. Gallagher & Co made up 0.01% of Pinnacle Associates's portfolio in Q3 2026, its #571 holding.
  • Pinnacle Associates first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 17 quarters since.
  • Pinnacle Associates's Arthur J. Gallagher & Co position peaked at $1.31M in Q1 2025.
  • 748 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.