Smithbridge Asset Management
AJG icon

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
Q3 		$7.43M Sell
32,561
-101
-0.3% -$25.3K 1% 32
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 		$10M 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 		$9.5M 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 		$9.9M Sell
43,845
-655
-1% -$155K 2.25% 6
2023
Q3 		$10.1M Sell
44,500
-684
-2% -$153K 2.51% 4
2023
Q2 		$9.9M 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 		$8.58M 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Smithbridge Asset Management's AJG Position: Q3 2026 in Review

Smithbridge Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.31% in Q3 2026, selling an estimated $25.3K and leaving 32,561 shares worth $7.43M. The position accounts for 1% of the portfolio, ranked #32.

Smithbridge Asset Management first reported a position in AJG in Q2 2019 and has held it in 29 quarters since. The position peaked at $16.8M in Q4 2025. 983 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Smithbridge Asset Management held 32,561 shares of Arthur J. Gallagher & Co worth $7.43M as of Q3 2026.
  • Smithbridge Asset Management sold 101 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $25.3K.
  • Arthur J. Gallagher & Co made up 1% of Smithbridge Asset Management's portfolio in Q3 2026, its #32 holding.
  • Smithbridge Asset Management first reported a position in Arthur J. Gallagher & Co in Q2 2019 and has held it in 29 quarters since.
  • Smithbridge Asset Management's Arthur J. Gallagher & Co position peaked at $16.8M in Q4 2025.
  • 983 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Smithbridge Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.