Sumitomo Mitsui Trust Group
AJG icon

Sumitomo Mitsui Trust Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Sumitomo Mitsui Trust Group’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 		$127M Sell
555,071
-32,740
-6% -$6.95M 0.07% 250
2026
Q1 		$127M Buy
587,811
+12,121
+2% +$2.8M 0.08% 229
2025
Q4 		$149M Sell
575,690
-19,675
-3% -$5.21M 0.09% 211
2025
Q3 		$184M Buy
595,365
+4,904
+0.8% +$1.48M 0.11% 177
2025
Q2 		$189M Buy
590,461
+26,157
+5% +$8.62M 0.12% 165
2025
Q1 		$195M Buy
564,304
+2,974
+0.5% +$939K 0.14% 149
2024
Q4 		$159M Buy
561,330
+71,544
+15% +$20.8M 0.11% 179
2024
Q3 		$138M Buy
489,786
+9,223
+2% +$2.6M 0.1% 207
2024
Q2 		$125M Sell
480,563
-38,771
-7% -$9.62M 0.09% 209
2024
Q1 		$130M Buy
519,334
+5,553
+1% +$1.33M 0.09% 232
2023
Q4 		$116M Buy
513,781
+1,557
+0.3% +$369K 0.09% 242
2023
Q3 		$117M Sell
512,224
-11,017
-2% -$2.47M 0.1% 216
2023
Q2 		$115M Sell
523,241
-67,790
-11% -$14.1M 0.09% 232
2023
Q1 		$113M Sell
591,031
-4,188
-0.7% -$795K 0.08% 257
2022
Q4 		$112M Sell
595,219
-5,580
-0.9% -$1.04M 0.09% 258
2022
Q3 		$103M Buy
600,799
+5,232
+0.9% +$929K 0.08% 275
2022
Q2 		$97.1M Buy
595,567
+31,962
+6% +$5.3M 0.07% 303
2022
Q1 		$98.4M Sell
563,605
-2,424
-0.4% -$386K 0.07% 328
2021
Q4 		$96M Sell
566,029
-23,420
-4% -$3.83M 0.06% 350
2021
Q3 		$87.6M Buy
589,449
+3,364
+0.6% +$481K 0.05% 377
2021
Q2 		$82.1M Sell
586,085
-28,136
-5% -$3.98M 0.05% 398
2021
Q1 		$76.6M Sell
614,221
-12,812
-2% -$1.55M 0.05% 409
2020
Q4 		$77.6M Sell
627,033
-107,088
-15% -$12.2M 0.05% 398
2020
Q3 		$77.5M Sell
734,121
-104,782
-12% -$10.9M 0.05% 376
2020
Q2 		$81.8M Buy
838,903
+1,769
+0.2% +$157K 0.06% 357
2020
Q1 		$68.2M Buy
837,134
+116,375
+16% +$11.1M 0.06% 356
2019
Q4 		$68.6M Buy
720,759
+594
+0.1% +$54.4K 0.05% 371
2019
Q3 		$64.5M Buy
720,165
+793
+0.1% +$71.3K 0.06% 364
2019
Q2 		$63M Sell
719,372
-14,619
-2% -$1.22M 0.06% 358
2019
Q1 		$57.3M Buy
733,991
+28,319
+4% +$2.18M 0.05% 375
2018
Q4 		$51.2M Buy
705,672
+137,921
+24% +$10.3M 0.06% 363
2018
Q3 		$42.3M Buy
567,751
+12,717
+2% +$912K 0.05% 437
2018
Q2 		$36.2M Buy
555,034
+31,348
+6% +$2.12M 0.04% 465
2018
Q1 		$36M Sell
523,686
-15,430
-3% -$1.04M 0.05% 430
2017
Q4 		$34.1M Buy
539,116
+2,092
+0.4% +$134K 0.04% 452
2017
Q3 		$33.1M Sell
537,024
-12,111
-2% -$712K 0.05% 428
2017
Q2 		$31.4M Buy
549,135
+21,886
+4% +$1.24M 0.05% 437
2017
Q1 		$29.8M Buy
527,249
+2,014
+0.4% +$111K 0.05% 436
2016
Q4 		$27.3M Buy
525,235
+11,058
+2% +$556K 0.04% 460
2016
Q3 		$26.2M Buy
514,177
+168
+0% +$8.29K 0.04% 472
2016
Q2 		$24.5M Buy
514,009
+8,177
+2% +$379K 0.04% 480
2016
Q1 		$22.5M Buy
505,832
+24,754
+5% +$988K 0.04% 500
2015
Q4 		$19.9M Buy
481,078
+14,132
+3% +$607K 0.04% 521
2015
Q3 		$19.3M Buy
466,946
+44,115
+10% +$2M 0.04% 522
2015
Q2 		$20M Buy
+422,831
New +$20.4M 0.04% 543

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Sumitomo Mitsui Trust Group's AJG Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Arthur J. Gallagher & Co (AJG) stake by 5.6% in Q2 2026, selling an estimated $6.95M and leaving 555,071 shares worth $127M. The position accounts for 0.07% of the portfolio, ranked #250.

Sumitomo Mitsui Trust Group first reported a position in AJG in Q2 2015 and has held it in 45 quarters since. The position peaked at $195M in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 555,071 shares of Arthur J. Gallagher & Co worth $127M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 32,740 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.95M.
  • Arthur J. Gallagher & Co made up 0.07% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #250 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Arthur J. Gallagher & Co in Q2 2015 and has held it in 45 quarters since.
  • Sumitomo Mitsui Trust Group's Arthur J. Gallagher & Co position peaked at $195M in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.