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

Summit Trail Advisors’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 		$2.09M Buy
9,114
+2,329
+34% +$495K 0.03% 584
2026
Q1 		$1.47M Buy
6,785
+1,495
+28% +$345K 0.02% 733
2025
Q4 		$1.37M Sell
5,290
-875
-14% -$232K 0.02% 645
2025
Q3 		$1.91M Buy
6,165
+3,091
+101% +$932K 0.03% 471
2025
Q2 		$984K Buy
+3,074
New +$1.01M 0.02% 488
2024
Q4 		– Sell
-874
Closed -$246K – 407
2024
Q3 		$246K Buy
874
+73
+9% +$20.6K 0.01% 610
2024
Q2 		$208K Buy
+801
New +$199K 0.01% 585
2018
Q1 		– Sell
-311
Closed -$20K – 454
2017
Q4 		$20K Buy
+311
New +$19.9K ﹤0.01% 1038

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 Trail Advisors's AJG Position: Q2 2026 in Review

Summit Trail Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 34% in Q2 2026, buying an estimated $495K and bringing the position to 9,114 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #584.

Summit Trail Advisors first reported a position in AJG in Q4 2017 and has held it in 8 quarters since. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Summit Trail Advisors held 9,114 shares of Arthur J. Gallagher & Co worth $2.09M as of Q2 2026.
  • Summit Trail Advisors bought 2,329 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $495K.
  • Arthur J. Gallagher & Co made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #584 holding.
  • Summit Trail Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 8 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.