SC
AJG icon

SummitTX Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

SummitTX Capital’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 		$797K Sell
3,470
-3,023
-47% -$642K 0.02% 503
2026
Q1 		$1.41M Buy
+6,493
New +$1.5M 0.04% 372
2025
Q4 		– Sell
-15,887
Closed -$4.92M – 682
2025
Q3 		$4.92M Buy
15,887
+14,555
+1,093% +$4.39M 0.2% 118
2025
Q2 		$426K Buy
+1,332
New +$439K 0.02% 539

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

SummitTX Capital's AJG Position: Q2 2026 in Review

SummitTX Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 47% in Q2 2026, selling an estimated $642K and leaving 3,470 shares worth $797K. The position accounts for 0.02% of the portfolio, ranked #503.

SummitTX Capital first reported a position in AJG in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.92M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SummitTX Capital held 3,470 shares of Arthur J. Gallagher & Co worth $797K as of Q2 2026.
  • SummitTX Capital sold 3,023 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $642K.
  • Arthur J. Gallagher & Co made up 0.02% of SummitTX Capital's portfolio in Q2 2026, its #503 holding.
  • SummitTX Capital first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 4 quarters since.
  • SummitTX Capital's Arthur J. Gallagher & Co position peaked at $4.92M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.