SFA
AJG icon

Sequoia Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Sequoia Financial Advisors’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 		$34.4M Buy
149,799
+9,966
+7% +$2.12M 0.17% 95
2026
Q1 		$30.3M Buy
139,833
+7,239
+5% +$1.67M 0.17% 98
2025
Q4 		$34.3M Buy
132,594
+4,933
+4% +$1.31M 0.19% 90
2025
Q3 		$39.5M Buy
127,661
+5,878
+5% +$1.77M 0.24% 82
2025
Q2 		$39M Buy
121,783
+4,992
+4% +$1.65M 0.27% 76
2025
Q1 		$40.3M Buy
116,791
+36,113
+45% +$11.4M 0.31% 72
2024
Q4 		$22.9M Buy
80,678
+15,340
+23% +$4.46M 0.22% 97
2024
Q3 		$18.4M Buy
65,338
+17,894
+38% +$5.05M 0.2% 103
2024
Q2 		$12.3M Buy
47,444
+4,258
+10% +$1.06M 0.15% 120
2024
Q1 		$10.8M Sell
43,186
-7,088
-14% -$1.7M 0.13% 135
2023
Q4 		$11.3M Buy
50,274
+46,424
+1,206% +$11M 0.14% 134
2023
Q3 		$878K Buy
3,850
+66
+2% +$14.8K 0.02% 368
2023
Q2 		$831K Buy
3,784
+72
+2% +$15K 0.01% 388
2023
Q1 		$710K Sell
3,712
-91
-2% -$17.3K 0.02% 380
2022
Q4 		$717K Buy
3,803
+536
+16% +$100K 0.02% 360
2022
Q3 		$559K Sell
3,267
-371
-10% -$65.9K 0.02% 281
2022
Q2 		$593K Buy
3,638
+1,106
+44% +$184K 0.02% 297
2022
Q1 		$442K Buy
2,532
+693
+38% +$110K 0.01% 385
2021
Q4 		$312K Buy
+1,839
New +$301K 0.01% 437
2021
Q3 		– Sell
-2,214
Closed -$310K – 263
2021
Q2 		$310K Sell
2,214
-23
-1% -$3.25K 0.01% 368
2021
Q1 		$279K Buy
+2,237
New +$270K 0.01% 349

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

Sequoia Financial Advisors's AJG Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 7.1% in Q2 2026, buying an estimated $2.12M and bringing the position to 149,799 shares worth $34.4M. The position accounts for 0.17% of the portfolio, ranked #95.

Sequoia Financial Advisors first reported a position in AJG in Q1 2021 and has held it in 21 quarters since. The position peaked at $40.3M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sequoia Financial Advisors held 149,799 shares of Arthur J. Gallagher & Co worth $34.4M as of Q2 2026.
  • Sequoia Financial Advisors bought 9,966 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.12M.
  • Arthur J. Gallagher & Co made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #95 holding.
  • Sequoia Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 21 quarters since.
  • Sequoia Financial Advisors's Arthur J. Gallagher & Co position peaked at $40.3M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.