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Strategic Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Strategic Investment Advisors’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 		$320K Buy
1,396
+644
+86% +$137K 0.02% 270
2026
Q1 		$166K Buy
+752
New +$174K 0.01% 327
2025
Q4 		– Sell
-1,142
Closed -$354K – 241
2025
Q3 		$354K Buy
+1,142
New +$344K 0.03% 201

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 $3.38T AUM 44.17% 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

Strategic Investment Advisors's AJG Position: Q2 2026 in Review

Strategic Investment Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 86% in Q2 2026, buying an estimated $137K and bringing the position to 1,396 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #270.

Strategic Investment Advisors first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $354K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Strategic Investment Advisors held 1,396 shares of Arthur J. Gallagher & Co worth $320K as of Q2 2026.
  • Strategic Investment Advisors bought 644 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $137K.
  • Arthur J. Gallagher & Co made up 0.02% of Strategic Investment Advisors's portfolio in Q2 2026, its #270 holding.
  • Strategic Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • Strategic Investment Advisors's Arthur J. Gallagher & Co position peaked at $354K in Q3 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.