SEC 13F Intelligence

Renaissance Investment Group LLC / AJG

Renaissance Investment Group LLC’s Gallagher Arthur J & Co Position

Does Renaissance Investment Group LLC own Gallagher Arthur J & Co (AJG)? Yes — 43.8K shares worth $10M (+1.98% of its 13F portfolio) as of Q2 2026, up from 41.8K shares the prior filed quarter.

Position Value
$10M
Q2 2026
Shares
43.8K
% of Portfolio
+1.98%
Quarters Held
12
currently held

Position History AJG

Reported value by quarter
Q3 ’23: $4MQ3 ’23Q4 ’23: $6MQ1 ’24: $7MQ1 ’24Q2 ’24: $8MQ3 ’24: $9MQ3 ’24Q4 ’24: $10MQ1 ’25: $13MQ1 ’25Q2 ’25: $12MQ3 ’25: $12MQ3 ’25Q4 ’25: $10MQ1 ’26: $9MQ1 ’26Q2 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202643.8K$10M+1.98%
Q1 202641.8K$9M+1.95%
Q4 202538.3K$10M+2.00%
Q3 202537.5K$12M+2.35%
Q2 202536.9K$12M+2.56%
Q1 202536.6K$13M+3.07%
Q4 202434.9K$10M+2.09%
Q3 202433.4K$9M+1.95%
Q2 202431.7K$8M+1.82%
Q1 202429.9K$7M+1.72%
Q4 202326.4K$6M+1.48%
Q3 202317.9K$4M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Renaissance Investment Group LLC’s full portfolio or all institutional holders of AJG.