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TCV Trust & Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

TCV Trust & Wealth Management’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 		$256K Sell
1,113
-100
-8% -$21.2K 0.02% 191
2026
Q1 		$263K Sell
1,213
-130
-10% -$30K 0.02% 189
2025
Q4 		$348K Hold
1,343
– – 0.03% 173
2025
Q3 		$416K Hold
1,343
– – 0.03% 161
2025
Q2 		$430K Sell
1,343
-175
-12% -$57.7K 0.04% 158
2025
Q1 		$524K Sell
1,518
-300
-17% -$94.8K 0.05% 137
2024
Q4 		$516K Hold
1,818
– – 0.05% 141
2024
Q3 		$512K Sell
1,818
-285
-14% -$80.4K 0.05% 143
2024
Q2 		$545K Sell
2,103
-25
-1% -$6.2K 0.05% 130
2024
Q1 		$532K Sell
2,128
-75
-3% -$18K 0.05% 134
2023
Q4 		$495K Hold
2,203
– – 0.05% 138
2023
Q3 		$502K Sell
2,203
-955
-30% -$214K 0.06% 132
2023
Q2 		$693K Sell
3,158
-1,000
-24% -$208K 0.07% 117
2023
Q1 		$795K Sell
4,158
-175
-4% -$33.2K 0.09% 108
2022
Q4 		$817K Sell
4,333
-315
-7% -$58.9K 0.09% 111
2022
Q3 		$795K Sell
4,648
-37
-0.8% -$6.57K 0.1% 105
2022
Q2 		$763K Sell
4,685
-50
-1% -$8.3K 0.09% 115
2022
Q1 		$827K Sell
4,735
-200
-4% -$31.9K 0.09% 119
2021
Q4 		$837K Hold
4,935
– – 0.08% 123
2021
Q3 		$734K Sell
4,935
-125
-2% -$17.9K 0.08% 122
2021
Q2 		$714K Sell
5,060
-100
-2% -$14.1K 0.08% 122
2021
Q1 		$644K Sell
5,160
-800
-13% -$96.6K 0.07% 124
2020
Q4 		$737K Sell
5,960
-140
-2% -$15.9K 0.09% 114
2020
Q3 		$644K Sell
6,100
-550
-8% -$57K 0.09% 112
2020
Q2 		$648K Sell
6,650
-325
-5% -$28.8K 0.09% 109
2020
Q1 		$568K Sell
6,975
-150
-2% -$14.4K 0.09% 109
2019
Q4 		$679K Sell
7,125
-625
-8% -$57.2K 0.08% 111
2019
Q3 		$695K Sell
7,750
-175
-2% -$15.7K 0.09% 110
2019
Q2 		$694K Sell
7,925
-200
-2% -$16.7K 0.09% 112
2019
Q1 		$634K Sell
8,125
-700
-8% -$53.9K 0.08% 120
2018
Q4 		$650K Sell
8,825
-275
-3% -$20.5K 0.1% 121
2018
Q3 		$677K Sell
9,100
-375
-4% -$26.9K 0.09% 123
2018
Q2 		$618K Sell
9,475
-300
-3% -$20.3K 0.09% 122
2018
Q1 		$672K Sell
9,775
-150
-2% -$10.1K 0.1% 119
2017
Q4 		$628K Sell
9,925
-125
-1% -$7.98K 0.09% 122
2017
Q3 		$619K Sell
10,050
-50
-0.5% -$2.94K 0.09% 119
2017
Q2 		$578K Hold
10,100
– – 0.09% 127
2017
Q1 		$571K Sell
10,100
-325
-3% -$17.9K 0.09% 125
2016
Q4 		$541K Sell
10,425
-475
-4% -$23.9K 0.09% 121
2016
Q3 		$554K Sell
10,900
-1,300
-11% -$64.2K 0.09% 112
2016
Q2 		$581K Sell
12,200
-2,100
-15% -$97.4K 0.1% 110
2016
Q1 		$636K Sell
14,300
-6,850
-32% -$273K 0.11% 105
2015
Q4 		$866K Sell
21,150
-1,675
-7% -$72K 0.15% 96
2015
Q3 		$942K Sell
22,825
-1,425
-6% -$64.6K 0.17% 98
2015
Q2 		$1.15M Sell
24,250
-3,350
-12% -$161K 0.19% 94
2015
Q1 		$1.29M Sell
27,600
-900
-3% -$42K 0.21% 91
2014
Q4 		$1.34M Sell
28,500
-1,100
-4% -$51.6K 0.22% 92
2014
Q3 		$1.34M Sell
29,600
-685
-2% -$31.5K 0.23% 92
2014
Q2 		$1.41M Sell
30,285
-700
-2% -$31.9K 0.23% 91
2014
Q1 		$1.48M Sell
30,985
-1,225
-4% -$57.2K 0.25% 91
2013
Q4 		$1.51M Sell
32,210
-350
-1% -$16.3K 0.26% 92
2013
Q3 		$1.42M Sell
32,560
-440
-1% -$19.3K 0.28% 88
2013
Q2 		$1.44M Buy
+33,000
New +$1.43M 0.3% 83

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

TCV Trust & Wealth Management's AJG Position: Q2 2026 in Review

TCV Trust & Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 8.2% in Q2 2026, selling an estimated $21.2K and leaving 1,113 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #191.

TCV Trust & Wealth Management first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.51M in Q4 2013. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • TCV Trust & Wealth Management held 1,113 shares of Arthur J. Gallagher & Co worth $256K as of Q2 2026.
  • TCV Trust & Wealth Management sold 100 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $21.2K.
  • Arthur J. Gallagher & Co made up 0.02% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #191 holding.
  • TCV Trust & Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
  • TCV Trust & Wealth Management's Arthur J. Gallagher & Co position peaked at $1.51M in Q4 2013.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.