Y-Intercept (HK)’s Arthur J. Gallagher & Co AJG Stock Holding History

Y-Intercept (HK)’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	$5.54M	Buy	+24,287	New	+$6.09M	0.12%	199
2026 Q2	–	Sell	-8,580	Closed	-$1.86M	–	1668
2026 Q1	$1.86M	Buy	+8,580	New	+$1.98M	0.04%	749
2025 Q3	–	Sell	-13,265	Closed	-$4.25M	–	1529
2025 Q2	$4.25M	Buy	+13,265	New	+$4.37M	0.1%	276
2025 Q1	–	Sell	-1,236	Closed	-$351K	–	1157
2024 Q4	$351K	Sell	1,236 -33,349	-96%	-$9.7M	0.02%	881
2024 Q3	$9.7M	Buy	+34,585	New	+$9.8M	0.6%	13
2024 Q2	–	Sell	-8,543	Closed	-$2.14M	–	1348
2024 Q1	$2.14M	Sell	8,543 -2,769	-24%	-$666K	0.16%	156
2023 Q4	$2.54M	Buy	+11,312	New	+$2.68M	0.24%	97
2023 Q2	–	Sell	-2,885	Closed	-$552K	–	1233
2023 Q1	$552K	Buy	+2,885	New	+$547K	0.06%	475
2022 Q4	–	Sell	-7,479	Closed	-$1.28M	–	966
2022 Q3	$1.28M	Buy	+7,479	New	+$1.33M	0.13%	238
2021 Q4	–	Sell	-5,303	Closed	-$788K	–	559
2021 Q3	$788K	Sell	5,303 -107	-2%	-$15.3K	0.14%	228
2021 Q2	$758K	Buy	+5,410	New	+$765K	0.19%	154
2021 Q1	–	Sell	-4,392	Closed	-$535K	–	605
2020 Q4	$535K	Buy	+4,392	New	+$500K	0.23%	134

Other funds holding AJG

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Y-Intercept (HK)'s AJG Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 24,287 shares worth $5.54M. The stake represents 0.12% of the portfolio and ranks #199 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in AJG as recently as Q1 2026.

Y-Intercept (HK) first reported a position in AJG in Q4 2020 and has held it in 12 quarters since. The position peaked at $9.7M in Q3 2024. 651 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Y-Intercept (HK) held 24,287 shares of Arthur J. Gallagher & Co worth $5.54M as of Q3 2026.
Arthur J. Gallagher & Co was a new Y-Intercept (HK) position in Q3 2026.
Arthur J. Gallagher & Co made up 0.12% of Y-Intercept (HK)'s portfolio in Q3 2026, its #199 holding.
Y-Intercept (HK) first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 12 quarters since.
Y-Intercept (HK)'s Arthur J. Gallagher & Co position peaked at $9.7M in Q3 2024.
651 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.