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

Valeo 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 		$729K Buy
3,195
+243
+8% +$60.9K 0.02% 367
2026
Q2 		$678K Buy
2,952
+246
+9% +$52.2K 0.01% 377
2026
Q1 		$586K Buy
2,706
+1,316
+95% +$304K 0.01% 374
2025
Q4 		$360K Sell
1,390
-400
-22% -$106K 0.01% 559
2025
Q3 		$555K Buy
1,790
+186
+12% +$56.1K 0.01% 441
2025
Q2 		$513K Buy
1,604
+48
+3% +$15.8K 0.01% 446
2025
Q1 		$537K Buy
1,556
+172
+12% +$54.3K 0.02% 398
2024
Q4 		$393K Buy
1,384
+17
+1% +$4.95K 0.01% 465
2024
Q3 		$385K Buy
1,367
+8
+0.6% +$2.26K 0.01% 471
2024
Q2 		$352K Buy
1,359
+397
+41% +$98.5K 0.01% 472
2024
Q1 		$228K Sell
962
-226
-19% -$54.3K 0.01% 577
2023
Q4 		$267K Buy
1,188
+255
+27% +$60.4K 0.01% 525
2023
Q3 		$213K Buy
+933
New +$209K 0.01% 551
2021
Q2 		– Sell
-113
Closed -$14K – 553
2021
Q1 		$14K Buy
113
+51
+82% +$6.16K ﹤0.01% 1266
2020
Q4 		$8K Buy
62
+22
+55% +$2.5K ﹤0.01% 1235
2020
Q3 		$4K Sell
40
-160
-80% -$16.6K ﹤0.01% 1283
2020
Q2 		$19K Buy
200
+155
+344% +$13.7K ﹤0.01% 1069
2020
Q1 		$4K Buy
45
+33
+275% +$3.16K ﹤0.01% 1332
2019
Q4 		$1K Hold
12
– – ﹤0.01% 1511
2019
Q3 		$1K Hold
12
– – ﹤0.01% 1434
2019
Q2 		$1K Hold
12
– – ﹤0.01% 1457
2019
Q1 		$1K Hold
12
– – ﹤0.01% 1422
2018
Q4 		$1K Sell
12
-14
-54% -$1.04K ﹤0.01% 1354
2018
Q3 		$2K Hold
26
– – ﹤0.01% 1422
2018
Q2 		$2K Hold
26
– – ﹤0.01% 1316
2018
Q1 		$2K Buy
26
+12
+86% +$810 ﹤0.01% 1303
2017
Q4 		$1K Buy
+14
New +$894 ﹤0.01% 1243

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

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

Valeo Financial Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 8.2% in Q3 2026, buying an estimated $60.9K and bringing the position to 3,195 shares worth $729K. The position accounts for 0.02% of the portfolio, ranked #367.

Valeo Financial Advisors first reported a position in AJG in Q4 2017 and has held it in 27 quarters since. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Valeo Financial Advisors held 3,195 shares of Arthur J. Gallagher & Co worth $729K as of Q3 2026.
  • Valeo Financial Advisors bought 243 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $60.9K.
  • Arthur J. Gallagher & Co made up 0.02% of Valeo Financial Advisors's portfolio in Q3 2026, its #367 holding.
  • Valeo Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2017 and has held it in 27 quarters since.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.