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

Tidemark’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	-13	Closed	-$2.82K	–	937
2026 Q1	$2.82K	Hold	13	–	–	﹤0.01%	622
2025 Q4	$3.36K	Sell	13 -5	-28%	-$1.32K	﹤0.01%	544
2025 Q3	$5.58K	Hold	18	–	–	﹤0.01%	514
2025 Q2	$5.77K	Buy	18 +5	+38%	+$1.65K	﹤0.01%	504
2025 Q1	$4.49K	Hold	13	–	–	﹤0.01%	539
2024 Q4	$3.69K	Buy	+13	New	+$3.78K	﹤0.01%	547

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Tidemark's AJG Position: Q2 2026 in Review

Tidemark sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 13 shares — an estimated $2.82K sold.

Tidemark first reported a position in AJG in Q4 2024 and held it in 6 quarters. The position peaked at $5.77K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Tidemark reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Tidemark sold 13 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.82K.
Tidemark first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 6 quarters.
Tidemark's Arthur J. Gallagher & Co position peaked at $5.77K in Q2 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.