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

Activest 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	$2.52K	Sell	11 -11	-50%	-$2.34K	﹤0.01%	816
2026 Q1	$4.76K	Buy	+22	New	+$5.08K	﹤0.01%	823
2025 Q4	–	Sell	-43	Closed	-$13.3K	–	1128
2025 Q3	$13.3K	Sell	43 -13	-23%	-$3.92K	﹤0.01%	440
2025 Q2	$17.9K	Hold	56	–	–	﹤0.01%	343
2025 Q1	$19.3K	Buy	56 +54	+2,700%	+$17.1K	0.01%	298
2024 Q4	$568	Buy	+2	New	+$582	﹤0.01%	519

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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) 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

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

Activest Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 50% in Q2 2026, selling an estimated $2.34K and leaving 11 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #816.

Activest Wealth Management first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.3K in Q1 2025. 433 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Activest Wealth Management held 11 shares of Arthur J. Gallagher & Co worth $2.52K as of Q2 2026.
Activest Wealth Management sold 11 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.34K.
Arthur J. Gallagher & Co made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #816 holding.
Activest Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
Activest Wealth Management's Arthur J. Gallagher & Co position peaked at $19.3K in Q1 2025.
433 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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