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Tilia Fiduciary Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Tilia Fiduciary Partners’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 		$2.94M Buy
12,892
+466
+4% +$117K 1.36% 25
2026
Q2 		$2.85M Buy
12,426
+681
+6% +$145K 1.35% 23
2026
Q1 		$2.54M Buy
11,745
+919
+8% +$212K 1.4% 24
2025
Q4 		$2.8M Buy
10,826
+434
+4% +$115K 1.55% 16
2025
Q3 		$3.22M Buy
10,392
+179
+2% +$54K 1.86% 13
2025
Q2 		$3.27M Buy
10,213
+121
+1% +$39.9K 2% 9
2025
Q1 		$3.48M Sell
10,092
-77
-0.8% -$24.3K 2.32% 7
2024
Q4 		$2.89M Buy
10,169
+372
+4% +$108K 1.97% 10
2024
Q3 		$2.76M Buy
9,797
+198
+2% +$55.8K 1.91% 15
2024
Q2 		$2.49M Buy
9,599
+516
+6% +$128K 1.95% 13
2024
Q1 		$2.27M Buy
9,083
+536
+6% +$129K 1.84% 14
2023
Q4 		$1.92M Buy
8,547
+270
+3% +$64K 1.79% 15
2023
Q3 		$1.89M Buy
8,277
+340
+4% +$76.1K 1.96% 9
2023
Q2 		$1.74M Buy
7,937
+897
+13% +$187K 1.56% 13
2023
Q1 		$1.35M Buy
7,040
+389
+6% +$73.8K 1.28% 23
2022
Q4 		$1.25M Buy
6,651
+463
+7% +$86.6K 1.21% 25
2022
Q3 		$1.09M Buy
6,188
+469
+8% +$83.3K 1.1% 26
2022
Q2 		$943K Buy
5,719
+346
+6% +$57.4K 0.9% 34
2022
Q1 		$938K Buy
5,373
+163
+3% +$26K 0.8% 43
2021
Q4 		$884K Buy
+5,210
New +$851K 0.71% 47

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Tilia Fiduciary Partners's AJG Position: Q3 2026 in Review

Tilia Fiduciary Partners increased its Arthur J. Gallagher & Co (AJG) stake by 3.8% in Q3 2026, buying an estimated $117K and bringing the position to 12,892 shares worth $2.94M. The position accounts for 1.36% of the portfolio, ranked #25.

Tilia Fiduciary Partners first reported a position in AJG in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.48M in Q1 2025. 55 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Tilia Fiduciary Partners held 12,892 shares of Arthur J. Gallagher & Co worth $2.94M as of Q3 2026.
  • Tilia Fiduciary Partners bought 466 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $117K.
  • Arthur J. Gallagher & Co made up 1.36% of Tilia Fiduciary Partners's portfolio in Q3 2026, its #25 holding.
  • Tilia Fiduciary Partners first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 20 quarters since.
  • Tilia Fiduciary Partners's Arthur J. Gallagher & Co position peaked at $3.48M in Q1 2025.
  • 55 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2026, filed 9 Oct 2026.