Shepherd Street Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$369K Sell
1,490
-437
-23% -$92.8K 0.32% 73
2026
Q1
$417K Sell
1,927
-238
-11% -$55K 0.41% 61
2025
Q4
$560K Buy
+2,165
New +$573K 0.54% 53

Other funds holding AJG

Shepherd Street Advisors's AJG Position: Q2 2026 in Review

Shepherd Street Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 23% in Q2 2026, selling an estimated $92.8K and leaving 1,490 shares worth $369K. The position accounts for 0.32% of the portfolio, ranked #73.

Shepherd Street Advisors first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $560K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Shepherd Street Advisors held 1,490 shares of Arthur J. Gallagher & Co worth $369K as of Q2 2026.
  • Shepherd Street Advisors sold 437 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $92.8K.
  • Arthur J. Gallagher & Co made up 0.32% of Shepherd Street Advisors's portfolio in Q2 2026, its #73 holding.
  • Shepherd Street Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Shepherd Street Advisors's Arthur J. Gallagher & Co position peaked at $560K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Shepherd Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.