SFM LLC
AJG icon

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
Q3 		– Sell
-2,701
Closed -$620K – 70
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

SFM LLC's AJG Position: Q3 2026 in Review

SFM LLC sold out of Arthur J. Gallagher & Co (AJG) in Q3 2026, closing a stake of 2,701 shares — an estimated $620K sold.

SFM LLC first reported a position in AJG in Q1 2024 and held it in 10 quarters. The position peaked at $1.41M in Q3 2025. 509 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • SFM LLC reported no remaining Arthur J. Gallagher & Co position as of Q3 2026 after selling out during the quarter.
  • SFM LLC sold 2,701 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $620K.
  • SFM LLC first reported a position in Arthur J. Gallagher & Co in Q1 2024 and held it in 10 quarters.
  • SFM LLC's Arthur J. Gallagher & Co position peaked at $1.41M in Q3 2025.
  • 509 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on SFM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.