Sowell Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Sowell Financial Services’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	$257K	Sell	1,119 -14	-1%	-$2.97K	0.01%	940
2026 Q1	$245K	Sell	1,133 -249	-18%	-$57.5K	0.01%	925
2025 Q4	$358K	Sell	1,382 -263	-16%	-$69.6K	0.01%	757
2025 Q3	$510K	Sell	1,645 -145	-8%	-$43.7K	0.02%	623
2025 Q2	$573K	Hold	1,790	–	–	0.02%	574
2025 Q1	$618K	Buy	+1,790	New	+$565K	0.03%	532
2023 Q2	–	Sell	-1,054	Closed	-$202K	–	561
2023 Q1	$202K	Buy	+1,054	New	+$200K	0.02%	688
2021 Q2	–	Sell	-1,867	Closed	-$278K	–	578
2021 Q1	$278K	Buy	1,867 +561	+43%	+$67.7K	0.01%	875
2020 Q4	$162K	Buy	1,306 +497	+61%	+$56.6K	0.01%	935
2020 Q3	$85K	Sell	809 -112	-12%	-$11.6K	﹤0.01%	1026
2020 Q2	$90K	Sell	921 -3,817	-81%	-$338K	﹤0.01%	992
2020 Q1	$386K	Sell	4,738 -1,565	-25%	-$150K	0.03%	470
2019 Q4	$600K	Buy	6,303 +3,427	+119%	+$314K	0.05%	397
2019 Q3	$258K	Buy	+2,876	New	+$259K	0.02%	572

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's AJG Position: Q2 2026 in Review

Sowell Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 1.2% in Q2 2026, selling an estimated $2.97K and leaving 1,119 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #940.

Sowell Financial Services first reported a position in AJG in Q3 2019 and has held it in 14 quarters since. The position peaked at $618K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Sowell Financial Services held 1,119 shares of Arthur J. Gallagher & Co worth $257K as of Q2 2026.
Sowell Financial Services sold 14 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.97K.
Arthur J. Gallagher & Co made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #940 holding.
Sowell Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2019 and has held it in 14 quarters since.
Sowell Financial Services's Arthur J. Gallagher & Co position peaked at $618K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.