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Richardson Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Richardson Financial Services’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 		$33.3K Buy
145
+18
+14% +$3.82K 0.02% 369
2026
Q1 		$27.5K Buy
127
+77
+154% +$17.8K 0.02% 383
2025
Q4 		$12.9K Sell
50
-166
-77% -$43.9K ﹤0.01% 454
2025
Q3 		$66.9K Buy
216
+52
+32% +$15.7K 0.04% 255
2025
Q2 		$52.4K Buy
164
+2
+1% +$659 0.04% 251
2025
Q1 		$55.9K Hold
162
– – 0.04% 236
2024
Q4 		$46.1K Sell
162
-73
-31% -$21.2K 0.03% 265
2024
Q3 		$60.9K Hold
235
– – 0.04% 245
2024
Q2 		$60.9K Hold
235
– – 0.04% 231
2024
Q1 		$58.8K Buy
235
+115
+96% +$27.6K 0.04% 235
2023
Q4 		$27K Buy
+120
New +$28.4K 0.02% 260

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

Richardson Financial Services's AJG Position: Q2 2026 in Review

Richardson Financial Services increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, buying an estimated $3.82K and bringing the position to 145 shares worth $33.3K. The position accounts for 0.02% of the portfolio, ranked #369.

Richardson Financial Services first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.9K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Richardson Financial Services held 145 shares of Arthur J. Gallagher & Co worth $33.3K as of Q2 2026.
  • Richardson Financial Services bought 18 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.82K.
  • Arthur J. Gallagher & Co made up 0.02% of Richardson Financial Services's portfolio in Q2 2026, its #369 holding.
  • Richardson Financial Services first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Richardson Financial Services's Arthur J. Gallagher & Co position peaked at $66.9K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.