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Successful Portfolios’s Arthur J. Gallagher & Co AJG Stock Holding History

Successful Portfolios’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
Q3 		$253K Hold
1,113
– – 0.12% 157
2026
Q2 		$282K Hold
1,113
– – 0.13% 150
2026
Q1 		$241K Hold
1,113
– – 0.13% 154
2025
Q4 		$294K Buy
1,113
+9
+0.8% +$2.38K 0.15% 136
2025
Q3 		$342K Sell
1,104
-112
-9% -$33.8K 0.2% 104
2025
Q2 		$389K Sell
1,216
-4
-0.3% -$1.32K 0.24% 88
2025
Q1 		$421K Sell
1,220
-17
-1% -$5.37K 0.29% 78
2024
Q4 		$351K Sell
1,237
-5
-0.4% -$1.46K 0.24% 86
2024
Q3 		$350K Sell
1,242
-2
-0.2% -$564 0.24% 89
2024
Q2 		$323K Sell
1,244
-469
-27% -$116K 0.23% 94
2024
Q1 		$428K Sell
1,713
-7
-0.4% -$1.68K 0.29% 76
2023
Q4 		$387K Sell
1,720
-3
-0.2% -$711 0.29% 79
2023
Q3 		$393K Sell
1,723
-4
-0.2% -$895 0.35% 69
2023
Q2 		$379K Sell
1,727
-94
-5% -$19.6K 0.33% 71
2023
Q1 		$348K Sell
1,821
-2
-0.1% -$379 0.22% 115
2022
Q4 		$344K Sell
1,823
-3
-0.2% -$561 0.22% 117
2022
Q3 		$313K Sell
1,826
-22
-1% -$3.9K 0.23% 113
2022
Q2 		$301K Sell
1,848
-2
-0.1% -$332 0.2% 127
2022
Q1 		$323K Sell
1,850
-9
-0.5% -$1.44K 0.18% 139
2021
Q4 		$315K Hold
1,859
– – 0.17% 139
2021
Q3 		$276K Hold
1,859
– – 0.16% 149
2021
Q2 		$260K Hold
1,859
– – 0.16% 159
2021
Q1 		$232K Sell
1,859
-11
-0.6% -$1.33K 0.15% 166
2020
Q4 		$231K Sell
1,870
-62
-3% -$7.06K 0.17% 150
2020
Q3 		$204K Buy
+1,932
New +$200K 0.16% 155

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Successful Portfolios's AJG Position: Q3 2026 in Review

Successful Portfolios held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 1,113 shares worth $253K. The position accounts for 0.12% of the portfolio, ranked #157.

Successful Portfolios first reported a position in AJG in Q3 2020 and has held it in 25 quarters since. The position peaked at $428K in Q1 2024. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Successful Portfolios held 1,113 shares of Arthur J. Gallagher & Co worth $253K as of Q3 2026.
  • Successful Portfolios left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.12% of Successful Portfolios's portfolio in Q3 2026, its #157 holding.
  • Successful Portfolios first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 25 quarters since.
  • Successful Portfolios's Arthur J. Gallagher & Co position peaked at $428K in Q1 2024.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Successful Portfolios's 13F filing for Q3 2026, filed 9 Oct 2026.