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Running Oak Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Running Oak Capital’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
Q1 		$13.5M Buy
62,501
+7,829
+14% +$1.81M 1.83% 30
2025
Q4 		$14.1M Sell
54,672
-52
-0.1% -$13.8K 1.77% 36
2025
Q3 		$17M Buy
54,724
+2,857
+6% +$861K 1.9% 19
2025
Q2 		$16.6M Buy
51,867
+3,166
+7% +$1.04M 1.85% 28
2025
Q1 		$16.8M Sell
48,701
-21
-0% -$6.63K 2.03% 3
2024
Q4 		$13.8M Buy
48,722
+3,983
+9% +$1.16M 1.81% 27
2024
Q3 		$12.6M Sell
44,739
-2,083
-4% -$587K 1.71% 40
2024
Q2 		$12.1M Buy
46,822
+2,315
+5% +$574K 1.88% 11
2024
Q1 		$11.1M Buy
44,507
+4,256
+11% +$1.02M 1.78% 28
2023
Q4 		$9.05M Buy
40,251
+4,387
+12% +$1.04M 1.78% 27
2023
Q3 		$8.17M Sell
35,864
-652
-2% -$146K 2.09% 4
2023
Q2 		$8.02M Buy
36,516
+1,377
+4% +$287K 1.96% 10
2023
Q1 		$6.72M Sell
35,139
-1,875
-5% -$356K 1.92% 20
2022
Q4 		$6.98M Buy
37,014
+1,958
+6% +$366K 2.05% 4
2022
Q3 		$6M Buy
+35,056
New +$6.22M 2.07% 4
2021
Q2 		$356K Sell
2,539
-43,201
-94% -$6.11M 0.2% 39
2021
Q1 		$5.71M Buy
45,740
+342
+0.8% +$41.3K 1.74% 31
2020
Q4 		$5.62M Sell
45,398
-1,631
-3% -$186K 1.88% 15
2020
Q3 		$4.97M Buy
47,029
+507
+1% +$52.6K 1.81% 17
2020
Q2 		$4.54M Sell
46,522
-3,821
-8% -$338K 1.79% 22
2020
Q1 		$4.1M Sell
50,343
-4,104
-8% -$393K 1.78% 43
2019
Q4 		$5.18M Buy
+54,447
New +$4.99M 1.77% 24

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Running Oak Capital's AJG Position: Q1 2026 in Review

Running Oak Capital increased its Arthur J. Gallagher & Co (AJG) stake by 14% in Q1 2026, buying an estimated $1.81M and bringing the position to 62,501 shares worth $13.5M. The position accounts for 1.83% of the portfolio, ranked #30.

Running Oak Capital first reported a position in AJG in Q4 2019 and has held it in 22 quarters since. The position peaked at $17M in Q3 2025. 1,240 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Running Oak Capital held 62,501 shares of Arthur J. Gallagher & Co worth $13.5M as of Q1 2026.
  • Running Oak Capital bought 7,829 Arthur J. Gallagher & Co shares in Q1 2026, an estimated $1.81M.
  • Arthur J. Gallagher & Co made up 1.83% of Running Oak Capital's portfolio in Q1 2026, its #30 holding.
  • Running Oak Capital first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 22 quarters since.
  • Running Oak Capital's Arthur J. Gallagher & Co position peaked at $17M in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Running Oak Capital's 13F filing for Q1 2026, filed 11 May 2026.