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

Sun 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 		$590K Sell
2,338
-2
-0.1% -$425 0.28% 88
2026
Q1 		$463K Buy
2,340
+34
+1% +$7.85K 0.23% 94
2025
Q4 		$597K Buy
+2,306
New +$610K 0.33% 81

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 $3.38T AUM 44.17% 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

Sun Financial's AJG Position: Q2 2026 in Review

Sun Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 0.09% in Q2 2026, selling an estimated $425 and leaving 2,338 shares worth $590K. The position accounts for 0.28% of the portfolio, ranked #88.

Sun Financial first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $597K in Q4 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sun Financial held 2,338 shares of Arthur J. Gallagher & Co worth $590K as of Q2 2026.
  • Sun Financial sold 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
  • Arthur J. Gallagher & Co made up 0.28% of Sun Financial's portfolio in Q2 2026, its #88 holding.
  • Sun Financial first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Sun Financial's Arthur J. Gallagher & Co position peaked at $597K in Q4 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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