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Portfolio Design Labs’s Arthur J. Gallagher & Co AJG Stock Holding History

Portfolio Design Labs’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 		$1.36M Buy
5,940
+747
+14% +$159K 0.22% 91
2026
Q1 		$1.12M Buy
5,193
+177
+4% +$40.9K 0.2% 108
2025
Q4 		$1.3M Buy
5,016
+81
+2% +$21.4K 0.21% 118
2025
Q3 		$1.53M Buy
4,935
+2,404
+95% +$725K 0.26% 87
2025
Q2 		$810K Sell
2,531
-2,312
-48% -$762K 0.16% 87
2025
Q1 		$1.67M Sell
4,843
-2,344
-33% -$740K 0.35% 80
2024
Q4 		$2.04M Sell
7,187
-362
-5% -$105K 0.42% 84
2024
Q3 		$2.12M Sell
7,549
-5,836
-44% -$1.65M 0.59% 49
2024
Q2 		$3.47M Buy
13,385
+973
+8% +$241K 1.07% 25
2024
Q1 		$3.1M Buy
12,412
+1,332
+12% +$320K 1.04% 31
2023
Q4 		$2.49M Buy
+11,080
New +$2.62M 0.94% 35

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

Portfolio Design Labs's AJG Position: Q2 2026 in Review

Portfolio Design Labs increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, buying an estimated $159K and bringing the position to 5,940 shares worth $1.36M. The position accounts for 0.22% of the portfolio, ranked #91.

Portfolio Design Labs first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.47M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Portfolio Design Labs held 5,940 shares of Arthur J. Gallagher & Co worth $1.36M as of Q2 2026.
  • Portfolio Design Labs bought 747 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $159K.
  • Arthur J. Gallagher & Co made up 0.22% of Portfolio Design Labs's portfolio in Q2 2026, its #91 holding.
  • Portfolio Design Labs first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Portfolio Design Labs's Arthur J. Gallagher & Co position peaked at $3.47M in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Portfolio Design Labs's 13F filing for Q2 2026, filed 11 Aug 2026.