Eagle Capital Management increased its Arthur J Gallagher & Co (AJG) position by 83% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 2.67M to 4.89M shares, worth about $1.1B, and from 1.94% to 3.43% of the reported portfolio.
What did the 2026 Q2 filing report for AJG?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 2.67M | 4.89M |
| Shares added | +2.23M (83%) | |
| Reported value | $577.3M | $1.1B |
| Portfolio weight | 1.94% | 3.43% |
| Rank in portfolio | 15th of 56 |
How much did Eagle Capital Management add to AJG?
Eagle Capital Management added 2.23M shares of AJG during 2026 Q2, taking the stake from 2.67M to 4.89M. The reported value of the position rose by about $545.4M, from about $577.3M to about $1.1B.
Where does AJG sit in the Eagle Capital Management portfolio?
AJG ranks 15th of 56 stock positions in the Eagle Capital Management portfolio at 3.43%, above the fund's average stock position of 2%. The AJG addition was the 9th largest of the quarter's 52 position changes by percent change to portfolio. The largest stock position is AMZN at 8.28%. Next come UNH at 7.33% and MELI at 7.29%. The three largest stocks together are 22.89% of the book. Across the 2026 Q2 portfolio, Eagle Capital Management reported 56 stock positions, with none opened and 4 closed. The total portfolio value is about $32.7B, up 10% from the prior quarter.
How long has Eagle Capital Management held AJG?
Eagle Capital Management first reported AJG in the quarter ended March 31, 2026. Every reported trade is on the Eagle Capital Management AJG trade history page.
Did other funds buy or sell AJG in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 4 hold AJG. Of those, 2 added to the position this quarter and none trimmed it. The largest buyers of AJG this quarter were Dodge & Cox Stock Fund, Glenn Greenberg and Mairs & Power Growth Fund. The largest seller was Ole Andreas Halvorsen. Every tracked holder of AJG is on the AJG ownership page.
FAQ
How many AJG shares did Eagle Capital Management buy in 2026 Q2?
Eagle Capital Management added 2.23M shares of AJG, a 83% increase, to 4.89M shares.
What is the AJG position of Eagle Capital Management worth now?
The AJG position of Eagle Capital Management is worth about $1.1B at June 30, 2026 prices, 3.43% of the portfolio.
Is AJG a top holding of Eagle Capital Management?
AJG ranks 15th of 56 stock positions in the Eagle Capital Management portfolio, at 3.43%.
Did other funds add to AJG in 2026 Q2?
Among the 4 other tracked funds that hold AJG, 2 added to it in 2026 Q2 and none trimmed it.