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

Team Financial 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 		– Sell
-15
Closed -$3.18K – 61
2026
Q1 		$3.18K Hold
15
– – ﹤0.01% 241
2025
Q4 		$3.78K Hold
15
– – ﹤0.01% 224
2025
Q3 		$4.52K Hold
15
– – ﹤0.01% 218
2025
Q2 		$4.66K Buy
+15
New +$4.95K ﹤0.01% 204
2024
Q1 		– Sell
-14
Closed -$3.23K – 37
2023
Q4 		$3.23K Hold
14
– – ﹤0.01% 162
2023
Q3 		$3.27K Buy
+14
New +$3.13K ﹤0.01% 156

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Team Financial Group's AJG Position: Q2 2026 in Review

Team Financial Group sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 15 shares — an estimated $3.18K sold.

Team Financial Group first reported a position in AJG in Q3 2023 and held it in 6 quarters. The position peaked at $4.66K in Q2 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Team Financial Group reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 15 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.18K.
  • Team Financial Group first reported a position in Arthur J. Gallagher & Co in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Arthur J. Gallagher & Co position peaked at $4.66K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.