AWM
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Accurate Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Accurate 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 		$936K Buy
3,698
+433
+13% +$91.9K 0.09% 233
2026
Q1 		$698K Buy
3,265
+514
+19% +$119K 0.08% 251
2025
Q4 		$728K Buy
2,751
+109
+4% +$28.9K 0.09% 225
2025
Q3 		$802K Buy
2,642
+116
+5% +$35K 0.11% 204
2025
Q2 		$792K Buy
2,526
+73
+3% +$24.1K 0.12% 184
2025
Q1 		$819K Sell
2,453
-788
-24% -$249K 0.16% 139
2024
Q4 		$930K Buy
3,241
+208
+7% +$60.5K 0.18% 130
2024
Q3 		$872K Sell
3,033
-139
-4% -$39.2K 0.18% 128
2024
Q2 		$858K Sell
3,172
-4
-0.1% -$992 0.21% 106
2024
Q1 		$751K Sell
3,176
-2
-0.1% -$481 0.22% 105
2023
Q4 		$737K Sell
3,178
-222
-7% -$52.6K 0.23% 99
2023
Q3 		$803K Buy
3,400
+430
+14% +$96.2K 0.25% 90
2023
Q2 		$635K Buy
2,970
+108
+4% +$22.5K 0.2% 112
2023
Q1 		$560K Buy
2,862
+375
+15% +$71.2K 0.19% 124
2022
Q4 		$479K Sell
2,487
-395
-14% -$73.9K 0.18% 105
2022
Q3 		$505K Buy
2,882
+817
+40% +$145K 0.21% 92
2022
Q2 		$343K Sell
2,065
-8,927
-81% -$1.48M 0.19% 104
2022
Q1 		$1.92M Buy
10,992
+7,149
+186% +$1.14M 0.86% 20
2021
Q4 		$621K Buy
3,843
+109
+3% +$17.8K 0.51% 55
2021
Q3 		$589K Buy
+3,734
New +$534K 0.51% 54

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Accurate Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, buying an estimated $91.9K and bringing the position to 3,698 shares worth $936K. The position accounts for 0.09% of the portfolio, ranked #233.

Accurate Wealth Management first reported a position in AJG in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.92M in Q1 2022. 397 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Accurate Wealth Management held 3,698 shares of Arthur J. Gallagher & Co worth $936K as of Q2 2026.
  • Accurate Wealth Management bought 433 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $91.9K.
  • Arthur J. Gallagher & Co made up 0.09% of Accurate Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Accurate Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 20 quarters since.
  • Accurate Wealth Management's Arthur J. Gallagher & Co position peaked at $1.92M in Q1 2022.
  • 397 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.