WPG Advisers’s Arthur J. Gallagher & Co AJG Stock Holding History

WPG Advisers’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	$138K	Sell	601 -52	-8%	-$11K	0.08%	146
2026 Q1	$141K	Sell	653 -52	-7%	-$12K	0.1%	113
2025 Q4	$182K	Sell	705 -10	-1%	-$2.65K	0.14%	99
2025 Q3	$221K	Sell	715 -4	-0.6%	-$1.21K	0.17%	81
2025 Q2	$230K	Sell	719 -39	-5%	-$12.9K	0.19%	72
2025 Q1	$262K	Sell	758 -49	-6%	-$15.5K	0.24%	63
2024 Q4	$229K	Buy	+807	New	+$235K	0.21%	84

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

FAM

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

WPG Advisers's AJG Position: Q2 2026 in Review

WPG Advisers reduced its Arthur J. Gallagher & Co (AJG) stake by 8% in Q2 2026, selling an estimated $11K and leaving 601 shares worth $138K. The position accounts for 0.08% of the portfolio, ranked #146.

WPG Advisers first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $262K in Q1 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

WPG Advisers held 601 shares of Arthur J. Gallagher & Co worth $138K as of Q2 2026.
WPG Advisers sold 52 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $11K.
Arthur J. Gallagher & Co made up 0.08% of WPG Advisers's portfolio in Q2 2026, its #146 holding.
WPG Advisers first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
WPG Advisers's Arthur J. Gallagher & Co position peaked at $262K in Q1 2025.
720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.