S-Bank Fund Management’s Arthur J. Gallagher & Co AJG Stock Holding History

S-Bank Fund Management’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	–	Sell	-951	Closed	-$206K	–	252
2026 Q1	$206K	Sell	951 -35	-4%	-$8.08K	0.03%	151
2025 Q4	$255K	Sell	986 -15	-1%	-$3.97K	0.03%	147
2025 Q3	$310K	Sell	1,001 -13	-1%	-$3.92K	0.04%	165
2025 Q2	$325K	Sell	1,014 -356	-26%	-$117K	0.05%	165
2025 Q1	$473K	Buy	+1,370	New	+$433K	0.09%	126

Other funds holding AJG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

S-Bank Fund Management's AJG Position: Q2 2026 in Review

S-Bank Fund Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 951 shares — an estimated $206K sold.

S-Bank Fund Management first reported a position in AJG in Q1 2025 and held it in 5 quarters. The position peaked at $473K in Q1 2025. 646 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

S-Bank Fund Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
S-Bank Fund Management sold 951 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $206K.
S-Bank Fund Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and held it in 5 quarters.
S-Bank Fund Management's Arthur J. Gallagher & Co position peaked at $473K in Q1 2025.
646 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.