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YHB Investment Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

YHB Investment Advisors’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 		$847K Sell
3,712
-347
-9% -$87K 0.05% 183
2026
Q2 		$932K Buy
4,059
+1,538
+61% +$327K 0.06% 182
2026
Q1 		$546K Buy
+2,521
New +$582K 0.04% 205

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

YHB Investment Advisors's AJG Position: Q3 2026 in Review

YHB Investment Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 8.5% in Q3 2026, selling an estimated $87K and leaving 3,712 shares worth $847K. The position accounts for 0.05% of the portfolio, ranked #183.

YHB Investment Advisors first reported a position in AJG in Q1 2026 and has held it in 3 quarters since. The position peaked at $932K in Q2 2026. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • YHB Investment Advisors held 3,712 shares of Arthur J. Gallagher & Co worth $847K as of Q3 2026.
  • YHB Investment Advisors sold 347 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $87K.
  • Arthur J. Gallagher & Co made up 0.05% of YHB Investment Advisors's portfolio in Q3 2026, its #183 holding.
  • YHB Investment Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 3 quarters since.
  • YHB Investment Advisors's Arthur J. Gallagher & Co position peaked at $932K in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.