Aaron Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Aaron Wealth Advisors’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	$456K	Buy	1,987 +271	+16%	+$57.5K	0.02%	446
2026 Q1	$372K	Buy	1,716 +54	+3%	+$12.5K	0.02%	479
2025 Q4	$430K	Buy	1,662 +242	+17%	+$64.1K	0.02%	477
2025 Q3	$440K	Buy	+1,420	New	+$428K	0.03%	441
2025 Q2	–	Sell	-722	Closed	-$249K	–	490
2025 Q1	$249K	Buy	+722	New	+$228K	0.03%	378
2022 Q2	–	Sell	-35,094	Closed	-$201K	–	208
2022 Q1	$201K	Buy	+35,094	New	+$5.59M	﹤0.01%	791

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Aaron Wealth Advisors's AJG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 16% in Q2 2026, buying an estimated $57.5K and bringing the position to 1,987 shares worth $456K. The position accounts for 0.02% of the portfolio, ranked #446.

Aaron Wealth Advisors first reported a position in AJG in Q1 2022 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Aaron Wealth Advisors held 1,987 shares of Arthur J. Gallagher & Co worth $456K as of Q2 2026.
Aaron Wealth Advisors bought 271 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $57.5K.
Arthur J. Gallagher & Co made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #446 holding.
Aaron Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 6 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.