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Appleton Partners Inc

SEC CIK
0001055290
Latest filing
Jul 21, 2026

AJG holding history

Arthur J. Gallagher & Co. in every 13F filed by Appleton Partners Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AJG overviewAll 13F holders of AJGFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q3 2022
Holdings of AJG by Appleton Partners Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−49,292−100.0%Sold outHolders
Q4 202549,292$12.8M0.8%+438+0.9%AddedHolders
Q3 202548,854$15.1M1.0%+564+1.2%AddedHolders
Q2 202548,290$15.5M1.1%−182−0.4%ReducedHolders
Q1 202548,472$16.7M1.3%+128+0.3%AddedHolders
Q4 202448,344$13.7M1.0%−180−0.4%ReducedHolders
Q3 202448,524$13.7M1.0%−1,548−3.1%ReducedHolders
Q2 202450,072$13.0M1.0%+767+1.6%AddedHolders
Q1 202449,305$12.3M1.0%−1,765−3.5%ReducedHolders
Q4 202351,070$11.5M0.9%+3,260+6.8%AddedHolders
Q3 202347,810$10.9M1.0%−322−0.7%ReducedHolders
Q2 202348,132$10.6M0.9%+4,833+11.2%AddedHolders
Q1 202343,299$8.28M0.7%+4,529+11.7%AddedHolders
Q4 202238,770$7.31M0.7%+22,174+133.6%AddedHolders
Q3 202216,596$2.84M0.3%+16,596NewHolders