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

AE 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
Q3 		$1.96M Buy
8,577
+245
+3% +$61.4K 0.01% 700
2026
Q2 		$1.91M Buy
8,332
+620
+8% +$132K 0.01% 678
2026
Q1 		$1.67M Buy
7,712
+901
+13% +$208K 0.01% 701
2025
Q4 		$1.76M Buy
6,811
+24
+0.4% +$6.35K 0.01% 640
2025
Q3 		$2.1M Sell
6,787
-123
-2% -$37.1K 0.01% 554
2025
Q2 		$2.21M Buy
6,910
+58
+0.8% +$19.1K 0.02% 512
2025
Q1 		$2.37M Sell
6,852
-136
-2% -$43K 0.02% 487
2024
Q4 		$1.98M Sell
6,988
-86
-1% -$25K 0.02% 523
2024
Q3 		$1.99M Sell
7,074
-2,026
-22% -$571K 0.02% 536
2024
Q2 		$2.36M Buy
9,100
+7,414
+440% +$1.84M 0.02% 480
2024
Q1 		$422K Sell
1,686
-5,087
-75% -$1.22M ﹤0.01% 866
2023
Q4 		$1.58M Buy
6,773
+3,905
+136% +$925K 0.01% 988
2023
Q3 		$654K Sell
2,868
-292
-9% -$65.4K ﹤0.01% 1258
2023
Q2 		$694K Buy
3,160
+1,188
+60% +$247K ﹤0.01% 1239
2023
Q1 		$377K Sell
1,972
-443
-18% -$84.1K ﹤0.01% 1459
2022
Q4 		$455K Buy
2,415
+521
+28% +$97.4K ﹤0.01% 1352
2022
Q3 		$324K Buy
1,894
+400
+27% +$71K ﹤0.01% 1442
2022
Q2 		$244K Buy
1,494
+242
+19% +$40.2K ﹤0.01% 1522
2022
Q1 		$219K Sell
1,252
-880
-41% -$140K ﹤0.01% 1552
2021
Q4 		$362K Buy
2,132
+199
+10% +$32.5K ﹤0.01% 1377
2021
Q3 		$287K Buy
1,933
+190
+11% +$27.2K ﹤0.01% 1373
2021
Q2 		$244K Buy
+1,743
New +$246K ﹤0.01% 1425
2019
Q3 		– Sell
-3,306
Closed -$290K – 992
2019
Q2 		$290K Buy
+3,306
New +$276K 0.01% 763
2017
Q4 		– Sell
-17,158
Closed -$1.06M – 416
2017
Q3 		$1.06M Sell
17,158
-1,151
-6% -$67.7K 0.1% 132
2017
Q2 		$1.05M Buy
18,309
+683
+4% +$38.6K 0.13% 140
2017
Q1 		$997K Buy
17,626
+1,767
+11% +$97.4K 0.18% 108
2016
Q4 		$824K Buy
+15,859
New +$798K 0.33% 76

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

AE Wealth Management's AJG Position: Q3 2026 in Review

AE Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q3 2026, buying an estimated $61.4K and bringing the position to 8,577 shares worth $1.96M. The position accounts for 0.01% of the portfolio, ranked #700.

AE Wealth Management first reported a position in AJG in Q4 2016 and has held it in 27 quarters since. The position peaked at $2.37M in Q1 2025. 1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • AE Wealth Management held 8,577 shares of Arthur J. Gallagher & Co worth $1.96M as of Q3 2026.
  • AE Wealth Management bought 245 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $61.4K.
  • Arthur J. Gallagher & Co made up 0.01% of AE Wealth Management's portfolio in Q3 2026, its #700 holding.
  • AE Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 27 quarters since.
  • AE Wealth Management's Arthur J. Gallagher & Co position peaked at $2.37M in Q1 2025.
  • 1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.