TFR Capital
AJG icon

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

TFR 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
Q3 		– Sell
-3,410
Closed -$783K – 169
2026
Q2 		$783K Sell
3,410
-947
-22% -$201K 0.22% 96
2026
Q1 		$944K Buy
4,357
+521
+14% +$120K 0.29% 80
2025
Q4 		$993K Buy
3,836
+317
+9% +$83.9K 0.33% 71
2025
Q3 		$1.09M Buy
3,519
+85
+2% +$25.6K 0.36% 65
2025
Q2 		$1.1M Buy
3,434
+129
+4% +$42.5K 0.4% 66
2025
Q1 		$1.14M Buy
3,305
+592
+22% +$187K 0.48% 65
2024
Q4 		$770K Buy
+2,713
New +$790K 0.38% 60

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

TFR Capital's AJG Position: Q3 2026 in Review

TFR Capital sold out of Arthur J. Gallagher & Co (AJG) in Q3 2026, closing a stake of 3,410 shares — an estimated $783K sold.

TFR Capital first reported a position in AJG in Q4 2024 and held it in 7 quarters. The position peaked at $1.14M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • TFR Capital reported no remaining Arthur J. Gallagher & Co position as of Q3 2026 after selling out during the quarter.
  • TFR Capital sold 3,410 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $783K.
  • TFR Capital first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 7 quarters.
  • TFR Capital's Arthur J. Gallagher & Co position peaked at $1.14M in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on TFR Capital's 13F filing for Q3 2026, filed 9 Nov 2026.