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Trust Company of the South’s Arthur J. Gallagher & Co AJG Stock Holding History

Trust Company of the South’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 		$330K Hold
1,439
– – 0.05% 116
2026
Q1 		$312K Buy
+1,439
New +$332K 0.05% 113

Other funds holding AJG

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Trust Company of the South's AJG Position: Q2 2026 in Review

Trust Company of the South held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,439 shares worth $330K. The position accounts for 0.05% of the portfolio, ranked #116.

Trust Company of the South first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. 765 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Trust Company of the South held 1,439 shares of Arthur J. Gallagher & Co worth $330K as of Q2 2026.
  • Trust Company of the South left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.05% of Trust Company of the South's portfolio in Q2 2026, its #116 holding.
  • Trust Company of the South first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • 765 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Trust Company of the South's 13F filing for Q2 2026, filed 1 Jul 2026.