Van Hulzen Asset Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Van Hulzen Asset Management’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	$3.37M	Sell	14,687 -12,677	-46%	-$2.69M	0.24%	82
2026 Q1	$5.93M	Sell	27,364 -68,106	-71%	-$15.7M	0.44%	56
2025 Q4	$24.7M	Buy	95,470 +7,025	+8%	+$1.86M	1.81%	12
2025 Q3	$27.4M	Buy	88,445 +5,323	+6%	+$1.6M	2.04%	9
2025 Q2	$26.6M	Buy	83,122 +4,005	+5%	+$1.32M	2.22%	8
2025 Q1	$27.3M	Sell	79,117 -18,922	-19%	-$5.98M	2.49%	5
2024 Q4	$27.8M	Buy	98,039 +1,892	+2%	+$551K	2.03%	8
2024 Q3	$27.1M	Sell	96,147 -21,442	-18%	-$6.05M	1.96%	8
2024 Q2	$30.5M	Buy	117,589 +14,144	+14%	+$3.51M	2.05%	8
2024 Q1	$25.9M	Buy	103,445 +3,756	+4%	+$903K	1.71%	13
2023 Q4	$22.4M	Sell	99,689 -23,993	-19%	-$5.68M	1.58%	13
2023 Q3	$28.2M	Buy	123,682 +2,470	+2%	+$553K	2.17%	7
2023 Q2	$26.6M	Buy	121,212 +15,411	+15%	+$3.21M	2.27%	10
2023 Q1	$20.2M	Buy	105,801 +36,300	+52%	+$6.89M	1.9%	13
2022 Q4	$13.1M	Buy	69,501 +8,001	+13%	+$1.5M	1.51%	17
2022 Q3	$10.5M	Buy	+61,500	New	+$10.9M	1.3%	22

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

Van Hulzen Asset Management's AJG Position: Q2 2026 in Review

Van Hulzen Asset Management reduced its Arthur J. Gallagher & Co (AJG) stake by 46% in Q2 2026, selling an estimated $2.69M and leaving 14,687 shares worth $3.37M. The position accounts for 0.24% of the portfolio, ranked #82.

Van Hulzen Asset Management first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $30.5M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Van Hulzen Asset Management held 14,687 shares of Arthur J. Gallagher & Co worth $3.37M as of Q2 2026.
Van Hulzen Asset Management sold 12,677 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.69M.
Arthur J. Gallagher & Co made up 0.24% of Van Hulzen Asset Management's portfolio in Q2 2026, its #82 holding.
Van Hulzen Asset Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
Van Hulzen Asset Management's Arthur J. Gallagher & Co position peaked at $30.5M in Q2 2024.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Van Hulzen Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.