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 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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Trinity Financial Advisors's AJG Position: Q2 2026 in Review

Trinity Financial Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,000 shares worth $230K. The position accounts for 0.06% of the portfolio, ranked #88.

Trinity Financial Advisors first reported a position in AJG in Q2 2023 and has held it in 13 quarters since. The position peaked at $344K in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Trinity Financial Advisors held 1,000 shares of Arthur J. Gallagher & Co worth $230K as of Q2 2026.
Trinity Financial Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.06% of Trinity Financial Advisors's portfolio in Q2 2026, its #88 holding.
Trinity Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 13 quarters since.
Trinity Financial Advisors's Arthur J. Gallagher & Co position peaked at $344K in Q1 2025.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Trinity Financial Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.