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Woodward Diversified Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Woodward Diversified 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 		$631K Sell
2,747
-113
-4% -$24K 0.28% 84
2026
Q1 		$634K Buy
2,860
+38
+1% +$8.78K 0.29% 89
2025
Q4 		$730K Buy
2,822
+113
+4% +$29.9K 0.33% 76
2025
Q3 		$839K Sell
2,709
-22
-0.8% -$6.63K 0.39% 69
2025
Q2 		$874K Buy
2,731
+1,041
+62% +$343K 0.44% 61
2025
Q1 		$583K Sell
1,690
-506
-23% -$160K 0.41% 58
2024
Q4 		$623K Sell
2,196
-1,747
-44% -$508K 0.46% 48
2024
Q3 		$1.11M Sell
3,943
-88
-2% -$24.8K 0.7% 39
2024
Q2 		$1.05M Buy
4,031
+659
+20% +$163K 0.61% 43
2024
Q1 		$843K Buy
3,372
+160
+5% +$38.5K 0.52% 53
2023
Q4 		$722K Sell
3,212
-111
-3% -$26.3K 0.45% 59
2023
Q3 		$757K Buy
3,323
+356
+12% +$79.7K 0.55% 55
2023
Q2 		$651K Sell
2,967
-168
-5% -$35K 0.49% 57
2023
Q1 		$600K Buy
3,135
+37
+1% +$7.02K 0.47% 57
2022
Q4 		$584K Buy
3,098
+254
+9% +$47.5K 0.47% 56
2022
Q3 		$487K Sell
2,844
-241
-8% -$42.8K 0.4% 61
2022
Q2 		$503K Buy
3,085
+21
+0.7% +$3.48K 0.38% 68
2022
Q1 		$535K Buy
3,064
+134
+5% +$21.4K 0.35% 79
2021
Q4 		$497K Buy
2,930
+362
+14% +$59.2K 0.29% 86
2021
Q3 		$382K Buy
2,568
+243
+10% +$34.8K 0.24% 109
2021
Q2 		$326K Buy
2,325
+111
+5% +$15.7K 0.19% 131
2021
Q1 		$276K Sell
2,214
-324
-13% -$39.1K 0.16% 150
2020
Q4 		$314K Buy
+2,538
New +$289K 0.2% 112

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Woodward Diversified Capital's AJG Position: Q2 2026 in Review

Woodward Diversified Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 4% in Q2 2026, selling an estimated $24K and leaving 2,747 shares worth $631K. The position accounts for 0.28% of the portfolio, ranked #84.

Woodward Diversified Capital first reported a position in AJG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.11M in Q3 2024. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Woodward Diversified Capital held 2,747 shares of Arthur J. Gallagher & Co worth $631K as of Q2 2026.
  • Woodward Diversified Capital sold 113 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $24K.
  • Arthur J. Gallagher & Co made up 0.28% of Woodward Diversified Capital's portfolio in Q2 2026, its #84 holding.
  • Woodward Diversified Capital first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 23 quarters since.
  • Woodward Diversified Capital's Arthur J. Gallagher & Co position peaked at $1.11M in Q3 2024.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.