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

Shelton Capital Management’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	$403K	Hold	1,756	–	–	0.01%	432
2026 Q1	$380K	Hold	1,756	–	–	0.01%	436
2025 Q4	$454K	Hold	1,756	–	–	0.01%	368
2025 Q3	$544K	Hold	1,756	–	–	0.01%	330
2025 Q2	$562K	Buy	1,756 +500	+40%	+$165K	0.01%	322
2025 Q1	$434K	Hold	1,256	–	–	0.01%	361
2024 Q4	$357K	Hold	1,256	–	–	0.01%	437
2024 Q3	$353K	Hold	1,256	–	–	0.01%	437
2024 Q2	$326K	Hold	1,256	–	–	0.01%	458
2024 Q1	$314K	Sell	1,256 -250	-17%	-$60.1K	0.01%	509
2023 Q4	$339K	Hold	1,506	–	–	0.01%	440
2023 Q3	$343K	Hold	1,506	–	–	0.01%	410
2023 Q2	$331K	Buy	1,506 +250	+20%	+$52K	0.01%	446
2023 Q1	$240K	Hold	1,256	–	–	0.01%	591
2022 Q4	$237K	Sell	1,256 -100	-7%	-$18.7K	0.02%	556
2022 Q3	$232K	Buy	1,356 +100	+8%	+$17.8K	0.01%	563
2022 Q2	$205K	Hold	1,256	–	–	0.01%	662
2022 Q1	$219K	Hold	1,256	–	–	0.01%	735
2021 Q4	$213K	Buy	+1,256	New	+$205K	0.01%	761
2020 Q2	–	Sell	-7,774	Closed	-$634K	–	674
2020 Q1	$634K	Sell	7,774 -26,000	-77%	-$2.49M	0.05%	260
2019 Q4	$3.22M	Hold	33,774	–	–	0.18%	113
2019 Q3	$3.02M	Hold	33,774	–	–	0.18%	107
2019 Q2	$2.96M	Buy	33,774 +31,136	+1,180%	+$2.6M	0.17%	119
2019 Q1	$33.8K	Sell	2,638 -31,136	-92%	-$2.4M	0.13%	157
2018 Q4	$2.49M	Hold	33,774	–	–	0.17%	125
2018 Q3	$2.51M	Hold	33,774	–	–	0.14%	140
2018 Q2	$2.21M	Hold	33,774	–	–	0.14%	146
2018 Q1	$2.32M	Hold	33,774	–	–	0.15%	134
2017 Q4	$2.14M	Hold	33,774	–	–	0.14%	145
2017 Q3	$2.08M	Hold	33,774	–	–	0.14%	145
2017 Q2	$1.93M	Hold	33,774	–	–	0.14%	148
2017 Q1	$1.91M	Buy	33,774 +1,374	+4%	+$75.7K	0.13%	142
2016 Q4	$1.68M	Hold	32,400	–	–	0.13%	167
2016 Q3	$1.65M	Sell	32,400 -15,460	-32%	-$763K	0.14%	143
2016 Q2	$2.28M	Hold	47,860	–	–	0.2%	99
2016 Q1	$2.13M	Hold	47,860	–	–	0.19%	102
2015 Q4	$1.96M	Hold	47,860	–	–	0.19%	107
2015 Q3	$1.98M	Hold	47,860	–	–	0.22%	96
2015 Q2	$2.26M	Hold	47,860	–	–	0.23%	88
2015 Q1	$2.24M	Sell	47,860 -931	-2%	-$43.5K	0.24%	88
2014 Q4	$2.3M	Sell	48,791 -847	-2%	-$39.7K	0.27%	81
2014 Q3	$2.25M	Buy	49,638 +3,238	+7%	+$149K	0.3%	68
2014 Q2	$2.16M	Hold	46,400	–	–	0.3%	73
2014 Q1	$2.21M	Hold	46,400	–	–	0.32%	66
2013 Q4	$2.18M	Hold	46,400	–	–	0.33%	63
2013 Q3	$2.02M	Hold	46,400	–	–	0.34%	68
2013 Q2	$2.03M	Buy	+46,400	New	+$2.01M	0.37%	62

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

Shelton Capital Management's AJG Position: Q2 2026 in Review

Shelton Capital Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,756 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #432.

Shelton Capital Management first reported a position in AJG in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.22M in Q4 2019. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Shelton Capital Management held 1,756 shares of Arthur J. Gallagher & Co worth $403K as of Q2 2026.
Shelton Capital Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #432 holding.
Shelton Capital Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 47 quarters since.
Shelton Capital Management's Arthur J. Gallagher & Co position peaked at $3.22M in Q4 2019.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.