Steward Partners Investment Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.09M | Buy |
17,813
+10,718
| +151% | +$2.28M | 0.02% | 636 |
|
|
2026
Q1 | $1.54M | Sell |
7,095
-329
| -4% | -$76K | 0.01% | 961 |
|
|
2025
Q4 | $1.92M | Buy |
7,424
+993
| +15% | +$263K | 0.01% | 797 |
|
|
2025
Q3 | $1.99M | Buy |
6,431
+1,132
| +21% | +$341K | 0.01% | 778 |
|
|
2025
Q2 | $1.7M | Buy |
5,299
+1,152
| +28% | +$380K | 0.01% | 765 |
|
|
2025
Q1 | $1.43M | Buy |
4,147
+946
| +30% | +$299K | 0.01% | 782 |
|
|
2024
Q4 | $909K | Buy |
3,201
+1
| +0% | +$291 | 0.01% | 908 |
|
|
2024
Q3 | $900K | Buy |
3,200
+141
| +5% | +$39.8K | 0.01% | 895 |
|
|
2024
Q2 | $793K | Buy |
3,059
+168
| +6% | +$41.7K | 0.01% | 891 |
|
|
2024
Q1 | $723K | Buy |
2,891
+601
| +26% | +$144K | 0.01% | 907 |
|
|
2023
Q4 | $515K | Buy |
2,290
+261
| +13% | +$61.8K | 0.01% | 995 |
|
|
2023
Q3 | $462K | Buy |
2,029
+172
| +9% | +$38.5K | 0.01% | 948 |
|
|
2023
Q2 | $408K | Buy |
1,857
+1
| +0.1% | +$208 | 0.01% | 1007 |
|
|
2023
Q1 | $355K | Buy |
1,856
+43
| +2% | +$8.16K | 0.01% | 1050 |
|
|
2022
Q4 | $342K | Sell |
1,813
-18
| -1% | -$3.37K | 0.01% | 1034 |
|
|
2022
Q3 | $313K | Sell |
1,831
-43
| -2% | -$7.63K | 0.01% | 1018 |
|
|
2022
Q2 | $306K | Sell |
1,874
-176
| -9% | -$29.2K | 0.01% | 1023 |
|
|
2022
Q1 | $358K | Buy |
2,050
+309
| +18% | +$49.3K | 0.01% | 1052 |
|
|
2021
Q4 | $295K | Sell |
1,741
-13
| -0.7% | -$2.12K | ﹤0.01% | 1148 |
|
|
2021
Q3 | $261K | Buy |
1,754
+60
| +4% | +$8.59K | ﹤0.01% | 1155 |
|
|
2021
Q2 | $237K | Buy |
1,694
+81
| +5% | +$11.4K | ﹤0.01% | 1427 |
|
|
2021
Q1 | $201K | Sell |
1,613
-166
| -9% | -$20K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $220K | Sell |
1,779
-320
| -15% | -$36.4K | ﹤0.01% | 1033 |
|
|
2020
Q3 | $222K | Buy |
2,099
+741
| +55% | +$76.9K | 0.01% | 905 |
|
|
2020
Q2 | $132K | Buy |
1,358
+192
| +16% | +$17K | ﹤0.01% | 1030 |
|
|
2020
Q1 | $95K | Sell |
1,166
-29
| -2% | -$2.78K | ﹤0.01% | 1010 |
|
|
2019
Q4 | $113K | Buy |
1,195
+31
| +3% | +$2.84K | ﹤0.01% | 1087 |
|
|
2019
Q3 | $104K | Buy |
1,164
+199
| +21% | +$17.9K | ﹤0.01% | 1071 |
|
|
2019
Q2 | $84K | Buy |
+965
| New | +$80.5K | ﹤0.01% | 1123 |
|
|
2018
Q4 | – | Sell |
-17
| Closed | -$1K | – | 813 |
|
|
2018
Q3 | $1K | Hold |
17
| – | – | ﹤0.01% | 2465 |
|
|
2018
Q2 | $1K | Sell |
17
-11
| -39% | -$745 | ﹤0.01% | 2313 |
|
|
2018
Q1 | $1K | Buy |
+28
| New | +$1.89K | ﹤0.01% | 2102 |
|
Other funds holding AJG
Steward Partners Investment Advisory's AJG Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 151% in Q2 2026, buying an estimated $2.28M and bringing the position to 17,813 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #636.
Steward Partners Investment Advisory first reported a position in AJG in Q1 2018 and has held it in 32 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- Steward Partners Investment Advisory held 17,813 shares of Arthur J. Gallagher & Co worth $4.09M as of Q2 2026.
- Steward Partners Investment Advisory bought 10,718 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.28M.
- Arthur J. Gallagher & Co made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #636 holding.
- Steward Partners Investment Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2018 and has held it in 32 quarters since.
- 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.