Third View Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Third View Private Wealth’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	$1.01M	Sell	4,407 -1,243	-22%	-$312K	0.12%	124
2026 Q2	$1.3M	Sell	5,650 -40	-0.7%	-$8.49K	0.16%	109
2026 Q1	$1.23M	Buy	5,690 +791	+16%	+$183K	0.17%	109
2025 Q4	$1.27M	Buy	+4,899	New	+$1.3M	0.17%	113

Other funds holding AJG

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Third View Private Wealth's AJG Position: Q3 2026 in Review

Third View Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q3 2026, selling an estimated $312K and leaving 4,407 shares worth $1.01M. The position accounts for 0.12% of the portfolio, ranked #124.

Third View Private Wealth first reported a position in AJG in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.3M in Q2 2026. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Third View Private Wealth held 4,407 shares of Arthur J. Gallagher & Co worth $1.01M as of Q3 2026.
Third View Private Wealth sold 1,243 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $312K.
Arthur J. Gallagher & Co made up 0.12% of Third View Private Wealth's portfolio in Q3 2026, its #124 holding.
Third View Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 4 quarters since.
Third View Private Wealth's Arthur J. Gallagher & Co position peaked at $1.3M in Q2 2026.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Third View Private Wealth's 13F filing for Q3 2026, filed 30 Oct 2026.