AF
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Allworth Financial’s Arthur J. Gallagher & Co AJG Stock Holding History

Allworth Financial’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 		$765K Sell
3,332
-1,447
-30% -$307K ﹤0.01% 826
2026
Q1 		$1.04M Sell
4,779
-200
-4% -$46.2K ﹤0.01% 704
2025
Q4 		$1.29M Sell
4,979
-6,084
-55% -$1.61M 0.01% 621
2025
Q3 		$3.43M Buy
11,063
+208
+2% +$62.7K 0.02% 392
2025
Q2 		$3.47M Buy
10,855
+6,917
+176% +$2.28M 0.02% 375
2025
Q1 		$1.31M Buy
3,938
+228
+6% +$72K 0.01% 477
2024
Q4 		$1.09M Buy
3,710
+763
+26% +$222K 0.01% 517
2024
Q3 		$829K Buy
2,947
+79
+3% +$22.3K 0.01% 475
2024
Q2 		$775K Sell
2,868
-2,133
-43% -$529K 0.01% 475
2024
Q1 		$1.25M Sell
5,001
-925
-16% -$222K 0.01% 376
2023
Q4 		$1.33M Buy
5,926
+135
+2% +$32K 0.01% 367
2023
Q3 		$1.32M Buy
5,791
+100
+2% +$22.4K 0.01% 337
2023
Q2 		$1.25M Sell
5,691
-721
-11% -$150K 0.01% 349
2023
Q1 		$1.23M Buy
6,412
+1,884
+42% +$357K 0.01% 330
2022
Q4 		$854K Buy
4,528
+3,409
+305% +$638K 0.01% 369
2022
Q3 		$192K Buy
1,119
+129
+13% +$22.9K ﹤0.01% 599
2022
Q2 		$161K Sell
990
-184
-16% -$30.5K ﹤0.01% 602
2022
Q1 		$205K Buy
1,174
+34
+3% +$5.42K ﹤0.01% 545
2021
Q4 		$193K Sell
1,140
-114
-9% -$18.6K ﹤0.01% 535
2021
Q3 		$186K Buy
1,254
+247
+25% +$35.3K ﹤0.01% 500
2021
Q2 		$141K Buy
1,007
+732
+266% +$103K ﹤0.01% 421
2021
Q1 		$34K Buy
+275
New +$33.2K ﹤0.01% 653
2020
Q2 		– Sell
-710
Closed -$57K – 1162
2020
Q1 		$57K Buy
+710
New +$68K ﹤0.01% 384

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allworth Financial's AJG Position: Q2 2026 in Review

Allworth Financial reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $307K and leaving 3,332 shares worth $765K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Allworth Financial first reported a position in AJG in Q1 2020 and has held it in 23 quarters since. The position peaked at $3.47M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Allworth Financial held 3,332 shares of Arthur J. Gallagher & Co worth $765K as of Q2 2026.
  • Allworth Financial sold 1,447 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $307K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #826 holding.
  • Allworth Financial first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 23 quarters since.
  • Allworth Financial's Arthur J. Gallagher & Co position peaked at $3.47M in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.