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Sovereign's Capital Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Sovereign's Capital 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 		$3.63M Sell
15,809
-189
-1% -$40.1K 2.42% 16
2026
Q1 		$3.47M Buy
15,998
+4,924
+44% +$1.14M 2.55% 13
2025
Q4 		$2.87M Sell
11,074
-574
-5% -$152K 1.74% 25
2025
Q3 		$3.61M Buy
11,648
+19
+0.2% +$5.73K 1.96% 23
2025
Q2 		$3.72M Buy
11,629
+896
+8% +$295K 1.99% 22
2025
Q1 		$3.71M Sell
10,733
-203
-2% -$64.1K 2.2% 16
2024
Q4 		$3.1M Buy
+10,936
New +$3.18M 1.98% 20

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

Sovereign's Capital Management's AJG Position: Q2 2026 in Review

Sovereign's Capital Management reduced its Arthur J. Gallagher & Co (AJG) stake by 1.2% in Q2 2026, selling an estimated $40.1K and leaving 15,809 shares worth $3.63M. The position accounts for 2.42% of the portfolio, ranked #16.

Sovereign's Capital Management first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.72M in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sovereign's Capital Management held 15,809 shares of Arthur J. Gallagher & Co worth $3.63M as of Q2 2026.
  • Sovereign's Capital Management sold 189 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $40.1K.
  • Arthur J. Gallagher & Co made up 2.42% of Sovereign's Capital Management's portfolio in Q2 2026, its #16 holding.
  • Sovereign's Capital Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Sovereign's Capital Management's Arthur J. Gallagher & Co position peaked at $3.72M in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sovereign's Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.