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Principal Securities’s Arthur J. Gallagher & Co AJG Stock Holding History

Principal Securities’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 		$4.18M Buy
18,196
+9,047
+99% +$1.92M 0.05% 332
2026
Q1 		$1.98M Sell
9,149
-2,856
-24% -$660K 0.03% 499
2025
Q4 		$3.11M Sell
12,005
-1,990
-14% -$527K 0.05% 337
2025
Q3 		$4.33M Buy
13,995
+1,148
+9% +$346K 0.07% 260
2025
Q2 		$4.11M Buy
12,847
+1,530
+14% +$504K 0.08% 252
2025
Q1 		$3.21M Hold
11,317
– – 0.07% 258
2024
Q4 		$3.21M Buy
11,317
+2,576
+29% +$750K 0.07% 256
2024
Q3 		$2.46M Buy
8,741
+716
+9% +$202K 0.06% 287
2024
Q2 		$2.08M Buy
8,025
+841
+12% +$209K 0.06% 292
2024
Q1 		$1.8M Buy
7,184
+1,491
+26% +$358K 0.06% 297
2023
Q4 		$1.28M Buy
+5,693
New +$1.35M 0.05% 347

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

Principal Securities's AJG Position: Q2 2026 in Review

Principal Securities increased its Arthur J. Gallagher & Co (AJG) stake by 99% in Q2 2026, buying an estimated $1.92M and bringing the position to 18,196 shares worth $4.18M. The position accounts for 0.05% of the portfolio, ranked #332.

Principal Securities first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.33M in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Principal Securities held 18,196 shares of Arthur J. Gallagher & Co worth $4.18M as of Q2 2026.
  • Principal Securities bought 9,047 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.92M.
  • Arthur J. Gallagher & Co made up 0.05% of Principal Securities's portfolio in Q2 2026, its #332 holding.
  • Principal Securities first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's Arthur J. Gallagher & Co position peaked at $4.33M in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.