Plato Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Plato Investment 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	$306K	Sell	1,340 -312	-19%	-$66.2K	0.02%	384
2026 Q1	$358K	Hold	1,652	–	–	0.02%	368
2025 Q4	$430K	Hold	1,652	–	–	0.03%	353
2025 Q3	$508K	Hold	1,652	–	–	0.03%	341
2025 Q2	$527K	Buy	1,652 +1	+0.1%	+$330	0.04%	339
2025 Q1	$576K	Hold	1,651	–	–	0.05%	316
2024 Q4	$470K	Hold	1,651	–	–	0.03%	340
2024 Q3	$464K	Hold	1,651	–	–	0.04%	320
2024 Q2	$428K	Hold	1,651	–	–	0.04%	286
2024 Q1	$413K	Buy	1,651 +1,197	+264%	+$288K	0.04%	276
2023 Q4	$102K	Buy	+454	New	+$108K	0.13%	155

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 $3.38T AUM 44.17% 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

Plato Investment Management's AJG Position: Q2 2026 in Review

Plato Investment Management reduced its Arthur J. Gallagher & Co (AJG) stake by 19% in Q2 2026, selling an estimated $66.2K and leaving 1,340 shares worth $306K. The position accounts for 0.02% of the portfolio, ranked #384.

Plato Investment Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $576K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Plato Investment Management held 1,340 shares of Arthur J. Gallagher & Co worth $306K as of Q2 2026.
Plato Investment Management sold 312 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $66.2K.
Arthur J. Gallagher & Co made up 0.02% of Plato Investment Management's portfolio in Q2 2026, its #384 holding.
Plato Investment Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Plato Investment Management's Arthur J. Gallagher & Co position peaked at $576K in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.