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

West Branch 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	$97.8K	Sell	426 -3	-0.7%	-$637	0.02%	112
2026 Q1	$92.9K	Hold	429	–	–	0.02%	110
2025 Q4	$111K	Sell	429 -74	-15%	-$19.6K	0.03%	106
2025 Q3	$156K	Sell	503 -159	-24%	-$47.9K	0.04%	97
2025 Q2	$212K	Sell	662 -60	-8%	-$19.8K	0.06%	85
2025 Q1	$249K	Sell	722 -136	-16%	-$43K	0.08%	75
2024 Q4	$244K	Hold	858	–	–	0.08%	80
2024 Q3	$241K	Sell	858 -169	-16%	-$47.7K	0.08%	79
2024 Q2	$266K	Hold	1,027	–	–	0.1%	71
2024 Q1	$257K	Sell	1,027 -553	-35%	-$133K	0.1%	71
2023 Q4	$355K	Sell	1,580 -200	-11%	-$47.4K	0.17%	52
2023 Q3	$406K	Hold	1,780	–	–	0.21%	53
2023 Q2	$391K	Hold	1,780	–	–	0.2%	55
2023 Q1	$341K	Hold	1,780	–	–	0.19%	58
2022 Q4	$336K	Hold	1,780	–	–	0.21%	55
2022 Q3	$305K	Sell	1,780 -36	-2%	-$6.39K	0.19%	61
2022 Q2	$296K	Hold	1,816	–	–	0.17%	67
2022 Q1	$317K	Sell	1,816 -89	-5%	-$14.2K	0.15%	65
2021 Q4	$323K	Hold	1,905	–	–	0.14%	67
2021 Q3	$283K	Hold	1,905	–	–	0.14%	71
2021 Q2	$267K	Sell	1,905 -20	-1%	-$2.83K	0.13%	76
2021 Q1	$240K	Sell	1,925 -466	-19%	-$56.2K	0.14%	79
2020 Q4	$296K	Hold	2,391	–	–	0.17%	68
2020 Q3	$252K	Sell	2,391 -24	-1%	-$2.49K	0.16%	72
2020 Q2	$235K	Buy	+2,415	New	+$214K	0.17%	74
2020 Q1	–	Sell	-2,439	Closed	-$232K	–	75
2019 Q4	$232K	Hold	2,439	–	–	0.16%	86
2019 Q3	$218K	Buy	+2,439	New	+$219K	0.16%	84

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

West Branch Capital's AJG Position: Q2 2026 in Review

West Branch Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 0.7% in Q2 2026, selling an estimated $637 and leaving 426 shares worth $97.8K. The position accounts for 0.02% of the portfolio, ranked #112.

West Branch Capital first reported a position in AJG in Q3 2019 and has held it in 27 quarters since. The position peaked at $406K in Q3 2023. 293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

West Branch Capital held 426 shares of Arthur J. Gallagher & Co worth $97.8K as of Q2 2026.
West Branch Capital sold 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
Arthur J. Gallagher & Co made up 0.02% of West Branch Capital's portfolio in Q2 2026, its #112 holding.
West Branch Capital first reported a position in Arthur J. Gallagher & Co in Q3 2019 and has held it in 27 quarters since.
West Branch Capital's Arthur J. Gallagher & Co position peaked at $406K in Q3 2023.
293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.