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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
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

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

TFR Capital's AJG Position: Q2 2026 in Review

TFR Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q2 2026, selling an estimated $201K and leaving 3,410 shares worth $783K. The position accounts for 0.22% of the portfolio, ranked #96.

TFR Capital first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.14M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • TFR Capital held 3,410 shares of Arthur J. Gallagher & Co worth $783K as of Q2 2026.
  • TFR Capital sold 947 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $201K.
  • Arthur J. Gallagher & Co made up 0.22% of TFR Capital's portfolio in Q2 2026, its #96 holding.
  • TFR Capital first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • TFR Capital's Arthur J. Gallagher & Co position peaked at $1.14M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on TFR Capital's 13F filing for Q2 2026, filed 6 Aug 2026.