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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
Q2 		$11.4M Sell
49,796
-12,705
-20% -$2.7M 1.95% 10
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

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

Running Oak Capital's AJG Position: Q2 2026 in Review

Running Oak Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, selling an estimated $2.7M and leaving 49,796 shares worth $11.4M. The position accounts for 1.95% of the portfolio, ranked #10.

Running Oak Capital first reported a position in AJG in Q4 2019 and has held it in 23 quarters since. The position peaked at $17M in Q3 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Running Oak Capital held 49,796 shares of Arthur J. Gallagher & Co worth $11.4M as of Q2 2026.
  • Running Oak Capital sold 12,705 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.7M.
  • Arthur J. Gallagher & Co made up 1.95% of Running Oak Capital's portfolio in Q2 2026, its #10 holding.
  • Running Oak Capital first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 23 quarters since.
  • Running Oak Capital's Arthur J. Gallagher & Co position peaked at $17M in Q3 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Running Oak Capital's 13F filing for Q2 2026, filed 30 Jul 2026.