Westside Investment Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Westside Investment 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	$31.2K	Hold	136	–	–	﹤0.01%	761
2026 Q1	$29.6K	Hold	136	–	–	﹤0.01%	746
2025 Q4	$34.8K	Hold	136	–	–	0.01%	660
2025 Q3	$41.6K	Buy	136 +68	+100%	+$20.5K	0.01%	604
2025 Q2	$21.7K	Buy	+68	New	+$22.4K	﹤0.01%	654
2025 Q1	–	Sell	-39	Closed	-$11.1K	–	978
2024 Q4	$11.1K	Hold	39	–	–	﹤0.01%	668
2024 Q3	$11K	Hold	39	–	–	﹤0.01%	665
2024 Q2	$10.1K	Hold	39	–	–	﹤0.01%	655
2024 Q1	$9.75K	Hold	39	–	–	﹤0.01%	632
2023 Q4	$8.77K	Hold	39	–	–	﹤0.01%	614
2023 Q3	$8.89K	Hold	39	–	–	﹤0.01%	607
2023 Q2	$8.56K	Hold	39	–	–	﹤0.01%	616
2023 Q1	$7.46K	Hold	39	–	–	﹤0.01%	639
2022 Q4	$7	Hold	39	–	–	﹤0.01%	642
2022 Q3	$6	Hold	39	–	–	﹤0.01%	658
2022 Q2	$6	Buy	+39	New	+$6.47K	﹤0.01%	654

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

Westside Investment Management's AJG Position: Q2 2026 in Review

Westside Investment Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 136 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Westside Investment Management first reported a position in AJG in Q2 2022 and has held it in 16 quarters since. The position peaked at $41.6K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Westside Investment Management held 136 shares of Arthur J. Gallagher & Co worth $31.2K as of Q2 2026.
Westside Investment Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #761 holding.
Westside Investment Management first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 16 quarters since.
Westside Investment Management's Arthur J. Gallagher & Co position peaked at $41.6K in Q3 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.