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Summit Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Summit Financial’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 		$535K Buy
2,330
+586
+34% +$124K 0.01% 1067
2026
Q1 		$378K Buy
1,744
+220
+14% +$50.8K ﹤0.01% 1085
2025
Q4 		$394K Sell
1,524
-252
-14% -$66.7K 0.01% 966
2025
Q3 		$550K Sell
1,776
-954
-35% -$288K 0.01% 861
2025
Q2 		$874K Sell
2,730
-274
-9% -$90.3K 0.02% 435
2025
Q1 		$1.04M Sell
3,004
-718
-19% -$227K 0.03% 368
2024
Q4 		$1.06M Buy
+3,722
New +$1.08M 0.04% 304

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

Summit Financial's AJG Position: Q2 2026 in Review

Summit Financial increased its Arthur J. Gallagher & Co (AJG) stake by 34% in Q2 2026, buying an estimated $124K and bringing the position to 2,330 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #1067.

Summit Financial first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.06M in Q4 2024. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Summit Financial held 2,330 shares of Arthur J. Gallagher & Co worth $535K as of Q2 2026.
  • Summit Financial bought 586 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $124K.
  • Arthur J. Gallagher & Co made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1067 holding.
  • Summit Financial first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Summit Financial's Arthur J. Gallagher & Co position peaked at $1.06M in Q4 2024.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.