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

Aprio 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	$769K	Buy	3,350 +2	+0.1%	+$425	0.04%	279
2026 Q1	$725K	Buy	3,348 +234	+8%	+$54K	0.04%	259
2025 Q4	$806K	Buy	3,114 +2,397	+334%	+$635K	0.05%	233
2025 Q3	$222K	Sell	717 -106	-13%	-$32K	0.02%	401
2025 Q2	$264K	Buy	823 +67	+9%	+$22.1K	0.03%	328
2025 Q1	$261K	Buy	756 +4	+0.5%	+$1.26K	0.03%	298
2024 Q4	$213K	Buy	+752	New	+$219K	0.03%	289

Other funds holding AJG

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

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

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Aprio Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.06% in Q2 2026, buying an estimated $425 and bringing the position to 3,350 shares worth $769K. The position accounts for 0.04% of the portfolio, ranked #279.

Aprio Wealth Management first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q4 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Aprio Wealth Management held 3,350 shares of Arthur J. Gallagher & Co worth $769K as of Q2 2026.
Aprio Wealth Management bought 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
Arthur J. Gallagher & Co made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #279 holding.
Aprio Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
Aprio Wealth Management's Arthur J. Gallagher & Co position peaked at $806K in Q4 2025.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.