Truvestments Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Truvestments Capital’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	$11.5K	Sell	50 -38	-43%	-$8.07K	﹤0.01%	775
2026 Q1	$19.1K	Hold	88	–	–	﹤0.01%	651
2025 Q4	$22.8K	Sell	88 -6	-6%	-$1.59K	﹤0.01%	570
2025 Q3	$29.1K	Buy	94 +38	+68%	+$11.5K	0.01%	524
2025 Q2	$17.9K	Hold	56	–	–	﹤0.01%	551
2025 Q1	$19.3K	Hold	56	–	–	﹤0.01%	557
2024 Q4	$15.9K	Hold	56	–	–	﹤0.01%	527
2024 Q3	$15.8K	Buy	+56	New	+$15.8K	﹤0.01%	522
2023 Q1	–	Sell	-49	Closed	-$9.24K	–	679
2022 Q4	$9.24K	Buy	+49	New	+$9.16K	0.01%	463
2022 Q1	–	Sell	-69	Closed	-$12K	–	191
2021 Q4	$12K	Hold	69	–	–	0.01%	382
2021 Q3	$10K	Hold	69	–	–	0.01%	376
2021 Q2	$10K	Hold	69	–	–	0.01%	388
2021 Q1	$9K	Hold	69	–	–	0.01%	443
2020 Q4	$8K	Buy	+69	New	+$7.86K	0.01%	450
2020 Q3	–	Sell	-69	Closed	-$6K	–	318
2020 Q2	$6K	Hold	69	–	–	0.01%	441
2020 Q1	$5K	Buy	+69	New	+$6.61K	0.01%	409

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Truvestments Capital's AJG Position: Q2 2026 in Review

Truvestments Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 43% in Q2 2026, selling an estimated $8.07K and leaving 50 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #775.

Truvestments Capital first reported a position in AJG in Q1 2020 and has held it in 16 quarters since. The position peaked at $29.1K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Truvestments Capital held 50 shares of Arthur J. Gallagher & Co worth $11.5K as of Q2 2026.
Truvestments Capital sold 38 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.07K.
Arthur J. Gallagher & Co made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #775 holding.
Truvestments Capital first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 16 quarters since.
Truvestments Capital's Arthur J. Gallagher & Co position peaked at $29.1K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.