James T. Borello RIA
AJG icon

James T. Borello RIA’s Arthur J. Gallagher & Co AJG Stock Holding History

James T. Borello RIA’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
Q3 		$22.6K Buy
99
+29
+41% +$7.27K ﹤0.01% 395
2026
Q2 		$16.1K Buy
70
+36
+106% +$7.64K ﹤0.01% 468
2026
Q1 		$7.36K Sell
34
-37
-52% -$8.55K ﹤0.01% 655
2025
Q4 		$18.4K Buy
71
+41
+137% +$10.9K ﹤0.01% 292
2025
Q3 		$9.29K Buy
+30
New +$9.04K ﹤0.01% 320

Other funds holding AJG

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
Heffernan Advisory
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

James T. Borello RIA's AJG Position: Q3 2026 in Review

James T. Borello RIA increased its Arthur J. Gallagher & Co (AJG) stake by 41% in Q3 2026, buying an estimated $7.27K and bringing the position to 99 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

James T. Borello RIA first reported a position in AJG in Q3 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • James T. Borello RIA held 99 shares of Arthur J. Gallagher & Co worth $22.6K as of Q3 2026.
  • James T. Borello RIA bought 29 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $7.27K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #395 holding.
  • James T. Borello RIA first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.