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 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

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 $3.37T AUM 44.26% 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

Private Advisory Group's AJG Position: Q2 2026 in Review

Private Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, selling an estimated $43.3K and leaving 1,500 shares worth $344K. The position accounts for 0.02% of the portfolio, ranked #248.

Private Advisory Group first reported a position in AJG in Q4 2016 and has held it in 27 quarters since. The position peaked at $1.17M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Private Advisory Group held 1,500 shares of Arthur J. Gallagher & Co worth $344K as of Q2 2026.
Private Advisory Group sold 204 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $43.3K.
Arthur J. Gallagher & Co made up 0.02% of Private Advisory Group's portfolio in Q2 2026, its #248 holding.
Private Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 27 quarters since.
Private Advisory Group's Arthur J. Gallagher & Co position peaked at $1.17M in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.