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

Angeles 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	$275K	Buy	1,200 +30	+3%	+$6.37K	0.01%	401
2026 Q1	$253K	Sell	1,170 -78	-6%	-$18K	0.01%	356
2025 Q4	$323K	Buy	1,248 +4	+0.3%	+$1.06K	0.02%	283
2025 Q3	$385K	Sell	1,244 -8	-0.6%	-$2.41K	0.02%	219
2025 Q2	$401K	Buy	1,252 +128	+11%	+$42.2K	0.03%	209
2025 Q1	$388K	Buy	1,124 +110	+11%	+$34.7K	0.03%	167
2024 Q4	$288K	Buy	1,014 +167	+20%	+$48.6K	0.02%	223
2024 Q3	$238K	Buy	+847	New	+$239K	0.02%	242

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

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

Angeles Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 2.6% in Q2 2026, buying an estimated $6.37K and bringing the position to 1,200 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #401.

Angeles Wealth Management first reported a position in AJG in Q3 2024 and has held it in 8 quarters since. The position peaked at $401K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Angeles Wealth Management held 1,200 shares of Arthur J. Gallagher & Co worth $275K as of Q2 2026.
Angeles Wealth Management bought 30 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.37K.
Arthur J. Gallagher & Co made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #401 holding.
Angeles Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 8 quarters since.
Angeles Wealth Management's Arthur J. Gallagher & Co position peaked at $401K in Q2 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.