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Roble Belko & Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Roble Belko & Company’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 		$282K Sell
1,229
-202
-14% -$42.9K 0.03% 114
2026
Q1 		$310K Buy
1,431
+200
+16% +$46.2K 0.04% 103
2025
Q4 		$319K Hold
1,231
– – 0.04% 100
2025
Q3 		$381K Buy
1,231
+202
+20% +$60.9K 0.05% 84
2025
Q2 		$329K Hold
1,029
– – 0.05% 92
2025
Q1 		$355K Sell
1,029
-73
-7% -$23.1K 0.06% 86
2024
Q4 		$313K Hold
1,102
– – 0.05% 91
2024
Q3 		$310K Sell
1,102
-21
-2% -$5.92K 0.05% 87
2024
Q2 		$291K Hold
1,123
– – 0.05% 88
2024
Q1 		$281K Sell
1,123
-62
-5% -$14.9K 0.05% 87
2023
Q4 		$266K Buy
1,185
+23
+2% +$5.45K 0.05% 78
2023
Q3 		$265K Hold
1,162
– – 0.05% 77
2023
Q2 		$255K Hold
1,162
– – 0.05% 76
2023
Q1 		$222K Sell
1,162
-135
-10% -$25.6K 0.05% 89
2022
Q4 		$245K Sell
1,297
-25
-2% -$4.68K 0.05% 85
2022
Q3 		$226K Sell
1,322
-103
-7% -$18.3K 0.05% 82
2022
Q2 		$232K Sell
1,425
-290
-17% -$48.1K 0.05% 89
2022
Q1 		$299K Sell
1,715
-54
-3% -$8.61K 0.06% 78
2021
Q4 		$300K Buy
1,769
+101
+6% +$16.5K 0.06% 77
2021
Q3 		$248K Buy
+1,668
New +$239K 0.05% 83

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 $3.38T AUM 44.17% 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

Roble Belko & Company's AJG Position: Q2 2026 in Review

Roble Belko & Company reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, selling an estimated $42.9K and leaving 1,229 shares worth $282K. The position accounts for 0.03% of the portfolio, ranked #114.

Roble Belko & Company first reported a position in AJG in Q3 2021 and has held it in 20 quarters since. The position peaked at $381K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Roble Belko & Company held 1,229 shares of Arthur J. Gallagher & Co worth $282K as of Q2 2026.
  • Roble Belko & Company sold 202 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $42.9K.
  • Arthur J. Gallagher & Co made up 0.03% of Roble Belko & Company's portfolio in Q2 2026, its #114 holding.
  • Roble Belko & Company first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 20 quarters since.
  • Roble Belko & Company's Arthur J. Gallagher & Co position peaked at $381K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.