Trinity Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Trinity Financial Advisors’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	$228K	Hold	1,000	–	–	0.06%	94
2026 Q2	$230K	Hold	1,000	–	–	0.06%	88
2026 Q1	$217K	Hold	1,000	–	–	0.06%	86
2025 Q4	$259K	Hold	1,000	–	–	0.07%	80
2025 Q3	$310K	Hold	1,000	–	–	0.09%	74
2025 Q2	$320K	Hold	1,000	–	–	0.1%	73
2025 Q1	$344K	Hold	1,000	–	–	0.12%	59
2024 Q4	$276K	Hold	1,000	–	–	0.1%	65
2024 Q3	$259K	Hold	1,000	–	–	0.12%	67
2024 Q2	$259K	Hold	1,000	–	–	0.12%	67
2024 Q1	$250K	Hold	1,000	–	–	0.11%	62
2023 Q4	$225K	Hold	1,000	–	–	0.11%	68
2023 Q3	$228K	Hold	1,000	–	–	0.12%	65
2023 Q2	$220K	Buy	+1,000	New	+$208K	0.12%	71

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

Trinity Financial Advisors's AJG Position: Q3 2026 in Review

Trinity Financial Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 1,000 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #94.

Trinity Financial Advisors first reported a position in AJG in Q2 2023 and has held it in 14 quarters since. The position peaked at $344K in Q1 2025. 694 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Trinity Financial Advisors held 1,000 shares of Arthur J. Gallagher & Co worth $228K as of Q3 2026.
Trinity Financial Advisors left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
Arthur J. Gallagher & Co made up 0.06% of Trinity Financial Advisors's portfolio in Q3 2026, its #94 holding.
Trinity Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 14 quarters since.
Trinity Financial Advisors's Arthur J. Gallagher & Co position peaked at $344K in Q1 2025.
694 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Trinity Financial Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.