TAM
AJG icon

Trillium Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Trillium Asset Management’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 		$13.2M Buy
57,579
+18,798
+48% +$3.99M 0.41% 70
2026
Q1 		$7.59M Buy
38,781
+5,513
+17% +$1.27M 0.25% 91
2025
Q4 		$8.82M Sell
33,268
-14,552
-30% -$3.85M 0.27% 88
2025
Q3 		$14.8M Buy
47,820
+40,094
+519% +$12.1M 0.39% 75
2025
Q2 		$2.47M Hold
7,726
– – 0.07% 145
2025
Q1 		$2.67M Buy
+7,726
New +$2.44M 0.08% 142

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

Trillium Asset Management's AJG Position: Q2 2026 in Review

Trillium Asset Management increased its Arthur J. Gallagher & Co (AJG) stake by 48% in Q2 2026, buying an estimated $3.99M and bringing the position to 57,579 shares worth $13.2M. The position accounts for 0.41% of the portfolio, ranked #70.

Trillium Asset Management first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8M in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Trillium Asset Management held 57,579 shares of Arthur J. Gallagher & Co worth $13.2M as of Q2 2026.
  • Trillium Asset Management bought 18,798 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.99M.
  • Arthur J. Gallagher & Co made up 0.41% of Trillium Asset Management's portfolio in Q2 2026, its #70 holding.
  • Trillium Asset Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • Trillium Asset Management's Arthur J. Gallagher & Co position peaked at $14.8M in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Trillium Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.