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

Stonehage Fleming 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 		$143M Sell
621,432
-28,667
-4% -$6.09M 4.87% 7
2026
Q1 		$141M Sell
650,099
-20,004
-3% -$4.62M 5.12% 10
2025
Q4 		$173M Buy
670,103
+207,507
+45% +$54.9M 5.33% 9
2025
Q3 		$143M Buy
462,596
+2,237
+0.5% +$674K 4.06% 13
2025
Q2 		$147M Buy
460,359
+6,139
+1% +$2.02M 4.28% 14
2025
Q1 		$157M Sell
454,220
-8,177
-2% -$2.58M 5.51% 11
2024
Q4 		$131M Sell
462,397
-175,158
-27% -$51M 3.67% 14
2024
Q3 		$179M Sell
637,555
-5,007
-0.8% -$1.41M 4.74% 7
2024
Q2 		$167M Buy
+642,562
New +$159M 4.45% 10
2024
Q1 		– Sell
-638,861
Closed -$144M – 182
2023
Q4 		$144M Buy
638,861
+528,641
+480% +$125M 4.2% 11
2023
Q3 		$25.2M Buy
+110,220
New +$24.7M 2.24% 18

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

Stonehage Fleming Financial Services's AJG Position: Q2 2026 in Review

Stonehage Fleming Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 4.4% in Q2 2026, selling an estimated $6.09M and leaving 621,432 shares worth $143M. The position accounts for 4.87% of the portfolio, ranked #7.

Stonehage Fleming Financial Services first reported a position in AJG in Q3 2023 and has held it in 11 quarters since. The position peaked at $179M in Q3 2024. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Stonehage Fleming Financial Services held 621,432 shares of Arthur J. Gallagher & Co worth $143M as of Q2 2026.
  • Stonehage Fleming Financial Services sold 28,667 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.09M.
  • Arthur J. Gallagher & Co made up 4.87% of Stonehage Fleming Financial Services's portfolio in Q2 2026, its #7 holding.
  • Stonehage Fleming Financial Services first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 11 quarters since.
  • Stonehage Fleming Financial Services's Arthur J. Gallagher & Co position peaked at $179M in Q3 2024.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.