SP
AJG icon

SmartHarvest Portfolios’s Arthur J. Gallagher & Co AJG Stock Holding History

SmartHarvest Portfolios’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 		$440K Buy
1,915
+734
+62% +$156K 0.14% 153
2026
Q1 		$256K Sell
1,181
-4
-0.3% -$924 0.11% 236
2025
Q4 		$307K Buy
+1,185
New +$314K 0.11% 217

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SmartHarvest Portfolios's AJG Position: Q2 2026 in Review

SmartHarvest Portfolios increased its Arthur J. Gallagher & Co (AJG) stake by 62% in Q2 2026, buying an estimated $156K and bringing the position to 1,915 shares worth $440K. The position accounts for 0.14% of the portfolio, ranked #153.

SmartHarvest Portfolios first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SmartHarvest Portfolios held 1,915 shares of Arthur J. Gallagher & Co worth $440K as of Q2 2026.
  • SmartHarvest Portfolios bought 734 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $156K.
  • Arthur J. Gallagher & Co made up 0.14% of SmartHarvest Portfolios's portfolio in Q2 2026, its #153 holding.
  • SmartHarvest Portfolios first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SmartHarvest Portfolios's 13F filing for Q2 2026, filed 4 Aug 2026.