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SFM LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

SFM LLC’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 		$620K Sell
2,701
-1,907
-41% -$405K 0.32% 45
2026
Q1 		$998K Buy
4,608
+643
+16% +$149K 0.6% 34
2025
Q4 		$1.03M Sell
3,965
-583
-13% -$154K 0.6% 36
2025
Q3 		$1.41M Buy
4,548
+187
+4% +$56.4K 0.82% 28
2025
Q2 		$1.4M Buy
4,361
+338
+8% +$111K 0.9% 28
2025
Q1 		$1.39M Buy
4,023
+555
+16% +$175K 1.02% 26
2024
Q4 		$984K Buy
3,468
+111
+3% +$32.3K 0.69% 34
2024
Q3 		$945K Buy
3,357
+61
+2% +$17.2K 0.71% 32
2024
Q2 		$855K Buy
3,296
+490
+17% +$122K 0.64% 32
2024
Q1 		$702K Buy
+2,806
New +$675K 0.54% 36

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SFM LLC's AJG Position: Q2 2026 in Review

SFM LLC reduced its Arthur J. Gallagher & Co (AJG) stake by 41% in Q2 2026, selling an estimated $405K and leaving 2,701 shares worth $620K. The position accounts for 0.32% of the portfolio, ranked #45.

SFM LLC first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.41M in Q3 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SFM LLC held 2,701 shares of Arthur J. Gallagher & Co worth $620K as of Q2 2026.
  • SFM LLC sold 1,907 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $405K.
  • Arthur J. Gallagher & Co made up 0.32% of SFM LLC's portfolio in Q2 2026, its #45 holding.
  • SFM LLC first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • SFM LLC's Arthur J. Gallagher & Co position peaked at $1.41M in Q3 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SFM LLC's 13F filing for Q2 2026, filed 7 Jul 2026.