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

Savant 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	$11.9M	Buy	48,595 +42,157	+655%	+$8.95M	0.04%	264
2026 Q1	$1.39M	Sell	6,438 -418	-6%	-$96.5K	0.01%	519
2025 Q4	$1.77M	Sell	6,856 -165	-2%	-$43.7K	0.01%	421
2025 Q3	$2.17M	Buy	7,021 +187	+3%	+$56.4K	0.01%	381
2025 Q2	$2.19M	Buy	6,834 +442	+7%	+$146K	0.02%	343
2025 Q1	$2.21M	Sell	6,392 -3,004	-32%	-$949K	0.02%	318
2024 Q4	$2.67M	Buy	9,396 +408	+5%	+$119K	0.02%	371
2024 Q3	$2.53M	Buy	8,988 +3,217	+56%	+$907K	0.02%	357
2024 Q2	$1.5M	Sell	5,771 -2,527	-30%	-$627K	0.02%	461
2024 Q1	$2.07M	Buy	8,298 +151	+2%	+$36.3K	0.02%	346
2023 Q4	$1.83M	Buy	8,147 +39	+0.5%	+$9.24K	0.02%	308
2023 Q3	$1.85M	Buy	8,108 +86	+1%	+$19.2K	0.03%	282
2023 Q2	$1.76M	Buy	8,022 +3,064	+62%	+$638K	0.03%	282
2023 Q1	$949K	Buy	4,958 +38	+0.8%	+$7.21K	0.02%	335
2022 Q4	$928K	Sell	4,920 -435	-8%	-$81.4K	0.02%	267
2022 Q3	$917K	Buy	5,355 +48	+0.9%	+$8.52K	0.03%	241
2022 Q2	$865K	Buy	5,307 +606	+13%	+$101K	0.03%	251
2022 Q1	$820K	Sell	4,701 -45	-0.9%	-$7.17K	0.03%	276
2021 Q4	$805K	Buy	4,746 +146	+3%	+$23.9K	0.03%	271
2021 Q3	$684K	Buy	4,600 +544	+13%	+$77.8K	0.02%	271
2021 Q2	$568K	Buy	4,056 +7	+0.2%	+$989	0.02%	289
2021 Q1	$505K	Sell	4,049 -183	-4%	-$22.1K	0.03%	278
2020 Q4	$524K	Sell	4,232 -19	-0.4%	-$2.16K	0.03%	258
2020 Q3	$449K	Sell	4,251 -10	-0.2%	-$1.04K	0.03%	266
2020 Q2	$415K	Buy	4,261 +841	+25%	+$74.5K	0.03%	270
2020 Q1	$279K	Buy	3,420 +318	+10%	+$30.5K	0.03%	304
2019 Q4	$295K	Hold	3,102	–	–	0.04%	284
2019 Q3	$278K	Hold	3,102	–	–	0.04%	272
2019 Q2	$272K	Buy	3,102 +29	+0.9%	+$2.42K	0.04%	274
2019 Q1	$240K	Hold	3,073	–	–	0.05%	252
2018 Q4	$226K	Hold	3,073	–	–	0.05%	239
2018 Q3	$229K	Hold	3,073	–	–	0.04%	267
2018 Q2	$201K	Hold	3,073	–	–	0.04%	276
2018 Q1	$211K	Buy	+3,073	New	+$207K	0.04%	267
2017 Q1	–	Sell	-6,878	Closed	-$357K	–	263
2016 Q4	$357K	Buy	6,878 +92	+1%	+$4.63K	0.1%	169
2016 Q3	$345K	Buy	6,786 +30	+0.4%	+$1.48K	0.09%	167
2016 Q2	$322K	Hold	6,756	–	–	0.09%	172
2016 Q1	$301K	Hold	6,756	–	–	0.09%	165
2015 Q4	$277K	Hold	6,756	–	–	0.09%	176
2015 Q3	$279K	Buy	6,756 +1,056	+19%	+$47.9K	0.1%	165
2015 Q2	$270K	Hold	5,700	–	–	0.09%	175
2015 Q1	$266K	Hold	5,700	–	–	0.09%	175
2014 Q4	$268K	Hold	5,700	–	–	0.1%	173
2014 Q3	$259K	Hold	5,700	–	–	0.11%	154
2014 Q2	$266K	Hold	5,700	–	–	0.12%	146
2014 Q1	$271K	Hold	5,700	–	–	0.13%	135
2013 Q4	$268K	Hold	5,700	–	–	0.13%	128
2013 Q3	$249K	Hold	5,700	–	–	0.14%	125
2013 Q2	$249K	Buy	+5,700	New	+$247K	0.14%	115

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Savant Capital's AJG Position: Q2 2026 in Review

Savant Capital increased its Arthur J. Gallagher & Co (AJG) stake by 655% in Q2 2026, buying an estimated $8.95M and bringing the position to 48,595 shares worth $11.9M. The position accounts for 0.04% of the portfolio, ranked #264.

Savant Capital first reported a position in AJG in Q2 2013 and has held it in 49 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Savant Capital held 48,595 shares of Arthur J. Gallagher & Co worth $11.9M as of Q2 2026.
Savant Capital bought 42,157 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.95M.
Arthur J. Gallagher & Co made up 0.04% of Savant Capital's portfolio in Q2 2026, its #264 holding.
Savant Capital first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 49 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.