SP
AJG icon

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
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

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

Successful Portfolios's AJG Position: Q2 2026 in Review

Successful Portfolios held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,113 shares worth $282K. The position accounts for 0.13% of the portfolio, ranked #150.

Successful Portfolios first reported a position in AJG in Q3 2020 and has held it in 24 quarters since. The position peaked at $428K in Q1 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Successful Portfolios held 1,113 shares of Arthur J. Gallagher & Co worth $282K as of Q2 2026.
  • Successful Portfolios left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.13% of Successful Portfolios's portfolio in Q2 2026, its #150 holding.
  • Successful Portfolios first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 24 quarters since.
  • Successful Portfolios's Arthur J. Gallagher & Co position peaked at $428K in Q1 2024.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Successful Portfolios's 13F filing for Q2 2026, filed 14 Jul 2026.