WG
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Welch Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Welch Group’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 		$60.2M Buy
262,241
+9,229
+4% +$1.96M 2.06% 22
2026
Q1 		$54.8M Buy
253,012
+23,787
+10% +$5.49M 2.06% 23
2025
Q4 		$59.3M Buy
229,225
+2,711
+1% +$718K 2.29% 21
2025
Q3 		$70.2M Buy
226,514
+2,476
+1% +$746K 2.74% 11
2025
Q2 		$71.7M Sell
224,038
-1,787
-0.8% -$589K 3% 7
2025
Q1 		$77M Sell
225,825
-8,385
-4% -$2.65M 3.38% 4
2024
Q4 		$66.6M Sell
234,210
-836
-0.4% -$243K 3% 6
2024
Q3 		$66.1M Sell
235,046
-3,593
-2% -$1.01M 2.88% 10
2024
Q2 		$61.9M Sell
238,639
-3,178
-1% -$788K 2.97% 6
2024
Q1 		$60.5M Sell
241,817
-14,115
-6% -$3.39M 3% 8
2023
Q4 		$57.6M Sell
255,932
-5,412
-2% -$1.28M 3.1% 5
2023
Q3 		$59.6M Sell
261,344
-8,330
-3% -$1.86M 3.53% 4
2023
Q2 		$59.2M Sell
269,674
-5,693
-2% -$1.18M 3.39% 3
2023
Q1 		$52.7M Sell
275,367
-18,042
-6% -$3.42M 3.06% 7
2022
Q4 		$55.3M Sell
293,409
-6,103
-2% -$1.14M 3.16% 5
2022
Q3 		$51.3M Sell
299,512
-1,438
-0.5% -$255K 3.34% 5
2022
Q2 		$49.1M Sell
300,950
-294
-0.1% -$48.8K 2.99% 8
2022
Q1 		$52.6M Buy
301,244
+1,478
+0.5% +$236K 3% 6
2021
Q4 		$50.9M Sell
299,766
-689
-0.2% -$113K 2.98% 8
2021
Q3 		$44.7M Sell
300,455
-5,610
-2% -$803K 3.02% 5
2021
Q2 		$42.9M Sell
306,065
-12,332
-4% -$1.74M 2.92% 5
2021
Q1 		$39.7M Sell
318,397
-14,161
-4% -$1.71M 2.86% 9
2020
Q4 		$41.1M Sell
332,558
-8,762
-3% -$998K 3.3% 5
2020
Q3 		$36M Sell
341,320
-5,226
-2% -$542K 3.15% 7
2020
Q2 		$33.8M Buy
346,546
+2,258
+0.7% +$200K 3.16% 9
2020
Q1 		$28.1M Buy
344,288
+11,064
+3% +$1.06M 2.99% 16
2019
Q4 		$31.7M Sell
333,224
-2,393
-0.7% -$219K 3.12% 11
2019
Q3 		$30.1M Sell
335,617
-11,915
-3% -$1.07M 3.09% 12
2019
Q2 		$30.4M Sell
347,532
-8,399
-2% -$701K 3.25% 8
2019
Q1 		$27.8M Sell
355,931
-9,675
-3% -$745K 3.06% 16
2018
Q4 		$26.9M Sell
365,606
-7,452
-2% -$556K 3.3% 5
2018
Q3 		$27.8K Buy
373,058
+1,517
+0.4% +$109K 2.89% 7
2018
Q2 		$24.3M Sell
371,541
-2,201
-0.6% -$149K 3.02% 13
2018
Q1 		$25.7M Buy
373,742
+75,115
+25% +$5.07M 3.25% 7
2017
Q4 		$18.9M Sell
298,627
-1,683
-0.6% -$107K 2.93% 13
2017
Q3 		$18.5M Sell
300,310
-7,766
-3% -$457K 3.09% 9
2017
Q2 		$17.6M Buy
308,076
+10,823
+4% +$612K 2.94% 13
2017
Q1 		$16.8M Sell
297,253
-4,966
-2% -$274K 3.16% 5
2016
Q4 		$15.7M Buy
302,219
+9,581
+3% +$482K 3.07% 10
2016
Q3 		$14.9M Sell
292,638
-138
-0% -$6.81K 2.96% 10
2016
Q2 		$13.9M Sell
292,776
-72,013
-20% -$3.34M 2.84% 23
2016
Q1 		$16.2M Buy
364,789
+31,141
+9% +$1.24M 2.71% 26
2015
Q4 		$13.7M Buy
333,648
+3,220
+1% +$138K 2.45% 26
2015
Q3 		$13.6M Buy
330,428
+10,778
+3% +$489K 2.64% 23
2015
Q2 		$15.1M Buy
319,650
+7,709
+2% +$371K 2.86% 18
2015
Q1 		$14.6K Buy
311,941
+15,188
+5% +$709K 2.68% 25
2014
Q4 		$14M Buy
296,753
+13,437
+5% +$630K 2.69% 25
2014
Q3 		$12.9M Buy
283,316
+11,144
+4% +$512K 2.66% 26
2014
Q2 		$12.7M Buy
272,172
+10,227
+4% +$466K 2.63% 27
2014
Q1 		$12.5M Sell
261,945
-862
-0.3% -$40.2K 2.82% 21
2013
Q4 		$12.3M Buy
262,807
+1,078
+0.4% +$50.1K 2.8% 15
2013
Q3 		$11.4M Buy
261,729
+4,313
+2% +$189K 2.81% 16
2013
Q2 		$11.2M Buy
+257,416
New +$11.1M 2.92% 12

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Welch Group's AJG Position: Q2 2026 in Review

Welch Group increased its Arthur J. Gallagher & Co (AJG) stake by 3.6% in Q2 2026, buying an estimated $1.96M and bringing the position to 262,241 shares worth $60.2M. The position accounts for 2.06% of the portfolio, ranked #22.

Welch Group first reported a position in AJG in Q2 2013 and has held it in 53 quarters since. The position peaked at $77M in Q1 2025. 436 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Welch Group held 262,241 shares of Arthur J. Gallagher & Co worth $60.2M as of Q2 2026.
  • Welch Group bought 9,229 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.96M.
  • Arthur J. Gallagher & Co made up 2.06% of Welch Group's portfolio in Q2 2026, its #22 holding.
  • Welch Group first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 53 quarters since.
  • Welch Group's Arthur J. Gallagher & Co position peaked at $77M in Q1 2025.
  • 436 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.