Private Advisory Group
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Private Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Private Advisory Group’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 		$344K Buy
1,507
+7
+0.5% +$1.76K 0.02% 264
2026
Q2 		$344K Sell
1,500
-204
-12% -$43.3K 0.02% 248
2026
Q1 		$369K Sell
1,704
-862
-34% -$199K 0.02% 228
2025
Q4 		$664K Sell
2,566
-609
-19% -$161K 0.05% 145
2025
Q3 		$983K Buy
3,175
+39
+1% +$11.8K 0.08% 124
2025
Q2 		$1M Sell
3,136
-267
-8% -$88K 0.09% 129
2025
Q1 		$1.17M Buy
3,403
+242
+8% +$76.4K 0.13% 103
2024
Q4 		$897K Sell
3,161
-589
-16% -$171K 0.1% 125
2024
Q3 		$1.06M Sell
3,750
-48
-1% -$13.5K 0.13% 111
2024
Q2 		$985K Sell
3,798
-5
-0.1% -$1.24K 0.13% 103
2024
Q1 		$951K Sell
3,803
-301
-7% -$72.4K 0.14% 101
2023
Q4 		$923K Buy
4,104
+455
+12% +$108K 0.16% 101
2023
Q3 		$832K Hold
3,649
– – 0.16% 107
2023
Q2 		$801K Hold
3,649
– – 0.16% 121
2023
Q1 		$698K Hold
3,649
– – 0.15% 103
2022
Q4 		$688K Hold
3,649
– – 0.15% 115
2022
Q3 		$625K Hold
3,649
– – 0.14% 113
2022
Q2 		$595K Hold
3,649
– – 0.13% 98
2022
Q1 		$637K Hold
3,649
– – 0.12% 105
2021
Q4 		$619K Hold
3,649
– – 0.12% 96
2021
Q3 		$542K Hold
3,649
– – 0.13% 91
2021
Q2 		$511K Hold
3,649
– – 0.13% 91
2021
Q1 		$455K Hold
3,649
– – 0.13% 102
2020
Q4 		$451K Sell
3,649
-130
-3% -$14.8K 0.15% 100
2020
Q3 		$399K Buy
+3,779
New +$392K 0.16% 86
2017
Q3 		– Sell
-4,779
Closed -$274K – 119
2017
Q2 		$274K Buy
4,779
+32
+0.7% +$1.81K 0.16% 110
2017
Q1 		$268K Buy
4,747
+32
+0.7% +$1.76K 0.18% 112
2016
Q4 		$245K Buy
+4,715
New +$237K 0.17% 115

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 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

Private Advisory Group's AJG Position: Q3 2026 in Review

Private Advisory Group increased its Arthur J. Gallagher & Co (AJG) stake by 0.47% in Q3 2026, buying an estimated $1.76K and bringing the position to 1,507 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #264.

Private Advisory Group first reported a position in AJG in Q4 2016 and has held it in 28 quarters since. The position peaked at $1.17M in Q1 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Private Advisory Group held 1,507 shares of Arthur J. Gallagher & Co worth $344K as of Q3 2026.
  • Private Advisory Group bought 7 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $1.76K.
  • Arthur J. Gallagher & Co made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #264 holding.
  • Private Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 28 quarters since.
  • Private Advisory Group's Arthur J. Gallagher & Co position peaked at $1.17M in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.