RIL
AJG icon

Rothschild Investment LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Rothschild Investment LLC’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 		$4.88M Buy
21,255
+19,487
+1,102% +$4.14M 0.18% 112
2026
Q1 		$383K Buy
1,768
+50
+3% +$11.5K 0.02% 478
2025
Q4 		$445K Buy
1,718
+62
+4% +$16.4K 0.02% 391
2025
Q3 		$513K Sell
1,656
-50
-3% -$15.1K 0.03% 340
2025
Q2 		$546K Sell
1,706
-35
-2% -$11.5K 0.03% 323
2025
Q1 		$601K Sell
1,741
-64
-4% -$20.2K 0.04% 298
2024
Q4 		$512K Sell
1,805
-725
-29% -$211K 0.03% 336
2024
Q3 		$712K Sell
2,530
-514
-17% -$145K 0.05% 290
2024
Q2 		$789K Sell
3,044
-262
-8% -$65K 0.06% 264
2024
Q1 		$827K Buy
3,306
+9
+0.3% +$2.16K 0.06% 258
2023
Q4 		$741K Sell
3,297
-38
-1% -$9K 0.06% 235
2023
Q3 		$760K Sell
3,335
-6
-0.2% -$1.34K 0.06% 249
2023
Q2 		$734K Buy
3,341
+388
+13% +$80.7K 0.06% 255
2023
Q1 		$565K Buy
2,953
+1
+0% +$190 0.05% 284
2022
Q4 		$557K Buy
2,952
+1
+0% +$187 0.05% 279
2022
Q3 		$505K Hold
2,951
– – 0.05% 277
2022
Q2 		$481K Hold
2,951
– – 0.04% 302
2022
Q1 		$515K Hold
2,951
– – 0.04% 318
2021
Q4 		$501K Sell
2,951
-1,050
-26% -$172K 0.04% 330
2021
Q3 		$595K Hold
4,001
– – 0.05% 282
2021
Q2 		$560K Hold
4,001
– – 0.04% 306
2021
Q1 		$499K Hold
4,001
– – 0.04% 309
2020
Q4 		$495K Buy
+4,001
New +$456K 0.05% 287
2020
Q2 		– Sell
-30,001
Closed -$2.44M – 424
2020
Q1 		$2.44M Hold
30,001
– – 0.32% 83
2019
Q4 		$2.86M Sell
30,001
-5,000
-14% -$458K 0.28% 99
2019
Q3 		$3.13M Buy
35,001
+5,000
+17% +$450K 0.37% 80
2019
Q2 		$2.63M Buy
30,001
+15,000
+100% +$1.25M 0.31% 93
2019
Q1 		$1.17M Buy
+15,001
New +$1.16M 0.14% 156

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Rothschild Investment LLC's AJG Position: Q2 2026 in Review

Rothschild Investment LLC increased its Arthur J. Gallagher & Co (AJG) stake by 1,102% in Q2 2026, buying an estimated $4.14M and bringing the position to 21,255 shares worth $4.88M. The position accounts for 0.18% of the portfolio, ranked #112.

Rothschild Investment LLC first reported a position in AJG in Q1 2019 and has held it in 28 quarters since. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Rothschild Investment LLC held 21,255 shares of Arthur J. Gallagher & Co worth $4.88M as of Q2 2026.
  • Rothschild Investment LLC bought 19,487 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.14M.
  • Arthur J. Gallagher & Co made up 0.18% of Rothschild Investment LLC's portfolio in Q2 2026, its #112 holding.
  • Rothschild Investment LLC first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 28 quarters since.
  • 646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.