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

Summit Securities 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 		$13.8K Buy
60
+18
+43% +$3.82K ﹤0.01% 791
2026
Q1 		$9.1K Sell
42
-944
-96% -$218K ﹤0.01% 680
2025
Q4 		$255K Buy
986
+543
+123% +$144K 0.03% 289
2025
Q3 		$137K Sell
443
-516
-54% -$156K 0.03% 325
2025
Q2 		$307K Buy
+959
New +$316K 0.06% 178
2024
Q2 		– Sell
-10
Closed -$3K – 559
2024
Q1 		$3K Buy
+10
New +$2.4K ﹤0.01% 382
2023
Q3 		– Sell
-280
Closed -$61K – 542
2023
Q2 		$61K Sell
280
-135
-33% -$28.1K 0.01% 367
2023
Q1 		$79K Buy
415
+203
+96% +$38.5K 0.01% 339
2022
Q4 		$40K Buy
212
+211
+21,100% +$39.5K ﹤0.01% 756
2022
Q3 		$0 Sell
1
-440
-100% -$78.1K ﹤0.01% 909
2022
Q2 		$72K Buy
441
+355
+413% +$58.9K 0.01% 466
2022
Q1 		$15K Buy
+86
New +$13.7K ﹤0.01% 761

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 Securities Group's AJG Position: Q2 2026 in Review

Summit Securities Group increased its Arthur J. Gallagher & Co (AJG) stake by 43% in Q2 2026, buying an estimated $3.82K and bringing the position to 60 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

Summit Securities Group first reported a position in AJG in Q1 2022 and has held it in 12 quarters since. The position peaked at $307K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Summit Securities Group held 60 shares of Arthur J. Gallagher & Co worth $13.8K as of Q2 2026.
  • Summit Securities Group bought 18 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.82K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #791 holding.
  • Summit Securities Group first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 12 quarters since.
  • Summit Securities Group's Arthur J. Gallagher & Co position peaked at $307K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.