4WM
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44 Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

44 Wealth Management’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
Q2 		$998K Sell
4,347
-294
-6% -$62.4K 0.33% 99
2026
Q1 		$1.01M Buy
+4,641
New +$1.07M 0.35% 101
2025
Q4 		– Sell
-782
Closed -$242K – 197
2025
Q3 		$242K Sell
782
-96
-11% -$28.9K 0.08% 184
2025
Q2 		$281K Sell
878
-1,205
-58% -$397K 0.1% 175
2025
Q1 		$719K Buy
2,083
+71
+4% +$22.4K 0.27% 113
2024
Q4 		$571K Sell
2,012
-131
-6% -$38.1K 0.22% 121
2024
Q3 		$619K Buy
+2,143
New +$604K 0.22% 122
2023
Q2 		$276K Sell
1,255
-506
-29% -$105K 0.09% 141
2023
Q1 		$337K Sell
1,761
-2
-0.1% -$379 0.11% 132
2022
Q4 		$332K Sell
1,763
-17
-1% -$3.18K 0.11% 137
2022
Q3 		$305K Sell
1,780
-10
-0.6% -$1.77K 0.13% 136
2022
Q2 		$292K Buy
1,790
+9
+0.5% +$1.49K 0.11% 140
2022
Q1 		$311K Sell
1,781
-741
-29% -$118K 0.11% 141
2021
Q4 		$428K Sell
2,522
-837
-25% -$137K 0.15% 121
2021
Q3 		$499K Sell
3,359
-737
-18% -$105K 0.19% 105
2021
Q2 		$574K Sell
4,096
-1,626
-28% -$230K 0.22% 100
2021
Q1 		$714K Buy
5,722
+603
+12% +$72.8K 0.3% 77
2020
Q4 		$633K Buy
+5,119
New +$583K 0.29% 82

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

44 Wealth Management's AJG Position: Q2 2026 in Review

44 Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 6.3% in Q2 2026, selling an estimated $62.4K and leaving 4,347 shares worth $998K. The position accounts for 0.33% of the portfolio, ranked #99.

44 Wealth Management first reported a position in AJG in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.01M in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • 44 Wealth Management held 4,347 shares of Arthur J. Gallagher & Co worth $998K as of Q2 2026.
  • 44 Wealth Management sold 294 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $62.4K.
  • Arthur J. Gallagher & Co made up 0.33% of 44 Wealth Management's portfolio in Q2 2026, its #99 holding.
  • 44 Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 18 quarters since.
  • 44 Wealth Management's Arthur J. Gallagher & Co position peaked at $1.01M in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.