Wendell David Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Wendell David Associates’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	$4.74M	Sell	20,660 -504	-2%	-$107K	0.5%	46
2026 Q1	$4.58M	Buy	21,164 +1,562	+8%	+$361K	0.5%	42
2025 Q4	$5.07M	Buy	19,602 +1,428	+8%	+$378K	0.52%	42
2025 Q3	$5.63M	Buy	18,174 +2,242	+14%	+$676K	0.56%	44
2025 Q2	$5.1M	Buy	15,932 +957	+6%	+$315K	0.51%	44
2025 Q1	$5.17M	Buy	14,975 +3,308	+28%	+$1.04M	0.52%	44
2024 Q4	$3.31M	Buy	11,667 +5,035	+76%	+$1.47M	0.33%	57
2024 Q3	$1.87M	Buy	6,632 +3,109	+88%	+$877K	0.18%	70
2024 Q2	$913K	Buy	+3,523	New	+$874K	0.09%	89

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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) 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

Wendell David Associates's AJG Position: Q2 2026 in Review

Wendell David Associates reduced its Arthur J. Gallagher & Co (AJG) stake by 2.4% in Q2 2026, selling an estimated $107K and leaving 20,660 shares worth $4.74M. The position accounts for 0.5% of the portfolio, ranked #46.

Wendell David Associates first reported a position in AJG in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.63M in Q3 2025. 416 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Wendell David Associates held 20,660 shares of Arthur J. Gallagher & Co worth $4.74M as of Q2 2026.
Wendell David Associates sold 504 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $107K.
Arthur J. Gallagher & Co made up 0.5% of Wendell David Associates's portfolio in Q2 2026, its #46 holding.
Wendell David Associates first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 9 quarters since.
Wendell David Associates's Arthur J. Gallagher & Co position peaked at $5.63M in Q3 2025.
416 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Wendell David Associates's 13F filing for Q2 2026, filed 27 Jul 2026.