Schear Investment Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

Schear Investment Advisers’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	$207K	Buy	+903	New	+$192K	0.07%	82
2026 Q1	–	Sell	-4,354	Closed	-$1.13M	–	78
2025 Q4	$1.13M	Sell	4,354 -2,070	-32%	-$548K	0.48%	55
2025 Q3	$1.99M	Sell	6,424 -66	-1%	-$19.9K	0.89%	40
2025 Q2	$2.08M	Buy	6,490 +612	+10%	+$202K	1.03%	29
2025 Q1	$2.03M	Buy	5,878 +391	+7%	+$124K	1.17%	23
2024 Q4	$1.56M	Buy	5,487 +244	+5%	+$71K	0.83%	34
2024 Q3	$1.48M	Buy	5,243 +264	+5%	+$74.5K	0.91%	38
2024 Q2	$1.29M	Buy	4,979 +206	+4%	+$51.1K	0.93%	37
2024 Q1	$1.19M	Buy	4,773 +840	+21%	+$202K	0.96%	33
2023 Q4	$884K	Buy	3,933 +65	+2%	+$15.4K	0.85%	41
2023 Q3	$882K	Sell	3,868 -85	-2%	-$19K	0.95%	39
2023 Q2	$868K	Buy	3,953 +1,561	+65%	+$325K	0.92%	40
2023 Q1	$458K	Buy	2,392 +542	+29%	+$103K	0.55%	60
2022 Q4	$349K	Buy	+1,850	New	+$346K	0.43%	73

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

Schear Investment Advisers's AJG Position: Q2 2026 in Review

Schear Investment Advisers opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 903 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #82 among its holdings. This is a return to the name: Schear Investment Advisers previously reported a position in AJG as recently as Q4 2025.

Schear Investment Advisers first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.08M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Schear Investment Advisers held 903 shares of Arthur J. Gallagher & Co worth $207K as of Q2 2026.
Arthur J. Gallagher & Co was a new Schear Investment Advisers position in Q2 2026.
Arthur J. Gallagher & Co made up 0.07% of Schear Investment Advisers's portfolio in Q2 2026, its #82 holding.
Schear Investment Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
Schear Investment Advisers's Arthur J. Gallagher & Co position peaked at $2.08M in Q2 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Schear Investment Advisers's 13F filing for Q2 2026, filed 27 Jul 2026.