RA
AJG icon

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

RFG Advisory’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 		$659K Buy
2,869
+170
+6% +$36.1K 0.01% 709
2026
Q1 		$585K Sell
2,699
-2,140
-44% -$494K 0.01% 685
2025
Q4 		$1.25M Sell
4,839
-2,871
-37% -$760K 0.02% 464
2025
Q3 		$2.39M Buy
7,710
+502
+7% +$151K 0.05% 278
2025
Q2 		$2.31M Buy
7,208
+13
+0.2% +$4.29K 0.05% 270
2025
Q1 		$2.48M Buy
7,195
+36
+0.5% +$11.4K 0.07% 228
2024
Q4 		$2.03M Buy
7,159
+268
+4% +$78K 0.06% 249
2024
Q3 		$1.94M Sell
6,891
-145
-2% -$40.9K 0.06% 257
2024
Q2 		$1.82M Buy
7,036
+522
+8% +$129K 0.06% 239
2024
Q1 		$1.63M Buy
6,514
+709
+12% +$170K 0.06% 262
2023
Q4 		$1.31M Buy
5,805
+1,470
+34% +$348K 0.05% 270
2023
Q3 		$988K Sell
4,335
-206
-5% -$46.1K 0.04% 293
2023
Q2 		$997K Buy
4,541
+58
+1% +$12.1K 0.04% 299
2023
Q1 		$858K Buy
4,483
+5
+0.1% +$949 0.04% 307
2022
Q4 		$866K Sell
4,478
-100
-2% -$18.7K 0.04% 300
2022
Q3 		$881K Buy
4,578
+965
+27% +$171K 0.05% 285
2022
Q2 		$645K Buy
3,613
+763
+27% +$127K 0.04% 303
2022
Q1 		$498K Sell
2,850
-8,765
-75% -$1.4M 0.03% 322
2021
Q4 		$1.97M Sell
11,615
-365
-3% -$59.6K 0.14% 103
2021
Q3 		$1.78M Buy
11,980
+1,075
+10% +$154K 0.15% 105
2021
Q2 		$1.53M Sell
10,905
-1,736
-14% -$245K 0.14% 122
2021
Q1 		$1.58M Buy
12,641
+155
+1% +$18.7K 0.17% 100
2020
Q4 		$1.51M Sell
12,486
-557
-4% -$63.4K 0.2% 98
2020
Q3 		$1.38M Buy
13,043
+952
+8% +$98.7K 0.19% 103
2020
Q2 		$1.18M Buy
12,091
+272
+2% +$24.1K 0.18% 102
2020
Q1 		$963K Buy
11,819
+2,427
+26% +$232K 0.18% 112
2019
Q4 		$894K Buy
9,392
+1,481
+19% +$136K 0.15% 128
2019
Q3 		$709K Buy
7,911
+186
+2% +$16.7K 0.14% 127
2019
Q2 		$678K Buy
7,725
+188
+2% +$15.7K 0.15% 127
2019
Q1 		$581K Buy
7,537
+1,853
+33% +$143K 0.15% 129
2018
Q4 		$419K Sell
5,684
-2,873
-34% -$214K 0.1% 153
2018
Q3 		$637K Buy
8,557
+1,490
+21% +$107K 0.17% 122
2018
Q2 		$461K Buy
7,067
+1,701
+32% +$115K 0.14% 117
2018
Q1 		$369K Sell
5,366
-87
-2% -$5.87K 0.14% 118
2017
Q4 		$346K Buy
5,453
+1
+0% +$64 0.16% 122
2017
Q3 		$336K Sell
5,452
-892
-14% -$52.5K 0.21% 105
2017
Q2 		$364K Buy
6,344
+105
+2% +$5.93K 0.25% 83
2017
Q1 		$349K Buy
+6,239
New +$344K 0.26% 87

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

RFG Advisory's AJG Position: Q2 2026 in Review

RFG Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 6.3% in Q2 2026, buying an estimated $36.1K and bringing the position to 2,869 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #709.

RFG Advisory first reported a position in AJG in Q1 2017 and has held it in 38 quarters since. The position peaked at $2.48M in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • RFG Advisory held 2,869 shares of Arthur J. Gallagher & Co worth $659K as of Q2 2026.
  • RFG Advisory bought 170 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $36.1K.
  • Arthur J. Gallagher & Co made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #709 holding.
  • RFG Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2017 and has held it in 38 quarters since.
  • RFG Advisory's Arthur J. Gallagher & Co position peaked at $2.48M in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.