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Smithbridge Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Smithbridge Asset 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 		$7.5M Buy
32,662
+115
+0.4% +$24.4K 1.02% 29
2026
Q1 		$7.05M Sell
32,547
-32,547
-50% -$7.52M 1.05% 31
2025
Q4 		$16.8M Buy
65,094
+32,950
+103% +$8.72M 1.44% 26
2025
Q3 		$9.96M Sell
32,144
-376
-1% -$113K 1.45% 24
2025
Q2 		$10.4M Sell
32,520
-158
-0.5% -$52.1K 1.82% 15
2025
Q1 		$11.3M Buy
+32,678
New +$10.3M 2.09% 11
2024
Q3 		$9.53M Sell
33,880
-10,107
-23% -$2.85M 1.64% 17
2024
Q2 		$11.4M Buy
43,987
+592
+1% +$147K 2.37% 8
2024
Q1 		$10.9M Sell
43,395
-450
-1% -$108K 2.24% 8
2023
Q4 		$9.86M Sell
43,845
-655
-1% -$155K 2.25% 6
2023
Q3 		$10.1M Sell
44,500
-684
-2% -$153K 2.51% 4
2023
Q2 		$9.92M Sell
45,184
-310
-0.7% -$64.5K 2.32% 5
2023
Q1 		$8.7M Sell
45,494
-39
-0.1% -$7.4K 2.18% 5
2022
Q4 		$8.59M Sell
45,533
-566
-1% -$106K 2.28% 5
2022
Q3 		$7.89M Buy
46,099
+754
+2% +$134K 3.24% 4
2022
Q2 		$7.39M Buy
45,345
+107
+0.2% +$17.8K 2.86% 5
2022
Q1 		$7.9M Buy
45,238
+74
+0.2% +$11.8K 2.62% 4
2021
Q4 		$7.66M Buy
45,164
+196
+0.4% +$32K 2.33% 7
2021
Q3 		$6.68M Sell
44,968
-527
-1% -$75.4K 2.22% 12
2021
Q2 		$6.37M Buy
45,495
+395
+0.9% +$55.8K 2.08% 14
2021
Q1 		$5.63M Buy
45,100
+1,115
+3% +$135K 2.41% 12
2020
Q4 		$5.44M Sell
43,985
-395
-0.9% -$45K 2.51% 11
2020
Q3 		$4.69M Buy
44,380
+230
+0.5% +$23.9K 2.42% 11
2020
Q2 		$4.3M Buy
44,150
+2,025
+5% +$179K 2.4% 12
2020
Q1 		$3.43M Buy
42,125
+2,075
+5% +$199K 2.3% 15
2019
Q4 		$3.81M Buy
40,050
+325
+0.8% +$29.8K 1.97% 22
2019
Q3 		$3.56M Buy
39,725
+3,910
+11% +$352K 2% 21
2019
Q2 		$3.14M Buy
+35,815
New +$2.99M 1.82% 24

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

Smithbridge Asset Management's AJG Position: Q2 2026 in Review

Smithbridge Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.35% in Q2 2026, buying an estimated $24.4K and bringing the position to 32,662 shares worth $7.5M. The position accounts for 1.02% of the portfolio, ranked #29.

Smithbridge Asset Management first reported a position in AJG in Q2 2019 and has held it in 28 quarters since. The position peaked at $16.8M in Q4 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Smithbridge Asset Management held 32,662 shares of Arthur J. Gallagher & Co worth $7.5M as of Q2 2026.
  • Smithbridge Asset Management bought 115 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $24.4K.
  • Arthur J. Gallagher & Co made up 1.02% of Smithbridge Asset Management's portfolio in Q2 2026, its #29 holding.
  • Smithbridge Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 28 quarters since.
  • Smithbridge Asset Management's Arthur J. Gallagher & Co position peaked at $16.8M in Q4 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Smithbridge Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.