Sivia Capital Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Sivia Capital Partners’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	$560K	Buy	+2,441	New	+$518K	0.07%	319
2026 Q1	–	Sell	-1,066	Closed	-$276K	–	462
2025 Q4	$276K	Hold	1,066	–	–	0.06%	443
2025 Q3	$330K	Buy	1,066 +29	+3%	+$8.74K	0.09%	288
2025 Q2	$332K	Sell	1,037 -22	-2%	-$7.25K	0.11%	243
2025 Q1	$366K	Buy	1,059 +37	+4%	+$11.7K	0.17%	123
2024 Q4	$290K	Sell	1,022 -38	-4%	-$11.1K	0.14%	119
2024 Q3	$298K	Sell	1,060 -1	-0.1%	-$282	0.18%	119
2024 Q2	$275K	Buy	+1,061	New	+$263K	0.18%	127

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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) 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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Sivia Capital Partners's AJG Position: Q2 2026 in Review

Sivia Capital Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 2,441 shares worth $560K. The stake represents 0.07% of the portfolio and ranks #319 among its holdings. This is a return to the name: Sivia Capital Partners previously reported a position in AJG as recently as Q4 2025.

Sivia Capital Partners first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. 298 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Sivia Capital Partners held 2,441 shares of Arthur J. Gallagher & Co worth $560K as of Q2 2026.
Arthur J. Gallagher & Co was a new Sivia Capital Partners position in Q2 2026.
Arthur J. Gallagher & Co made up 0.07% of Sivia Capital Partners's portfolio in Q2 2026, its #319 holding.
Sivia Capital Partners first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
298 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sivia Capital Partners's 13F filing for Q2 2026, filed 23 Jul 2026.