Allied Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Allied Private Wealth’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	$38.2K	Buy	+149	New	+$31.6K	0.02%	277

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

Allied Private Wealth's AJG Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 149 shares worth $38.2K. The stake represents 0.02% of the portfolio and ranks #277 among its holdings.

1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Allied Private Wealth held 149 shares of Arthur J. Gallagher & Co worth $38.2K as of Q2 2026.
Arthur J. Gallagher & Co was a new Allied Private Wealth position in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Allied Private Wealth's portfolio in Q2 2026, its #277 holding.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.