Superior Planning, LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Superior Planning, LLC’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	$36.7K	Buy	+161	New	+$40.4K	0.02%	468

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Superior Planning, LLC's AJG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 161 shares worth $36.7K. The stake represents 0.02% of the portfolio and ranks #468 among its holdings.

948 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Superior Planning, LLC held 161 shares of Arthur J. Gallagher & Co worth $36.7K as of Q3 2026.
Arthur J. Gallagher & Co was a new Superior Planning, LLC position in Q3 2026.
Arthur J. Gallagher & Co made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #468 holding.
948 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.