AWA
AJG icon

Argo Wealth Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Argo Wealth Advisory’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 		$2.26M Buy
9,853
+224
+2% +$47.6K 1.25% 29
2026
Q1 		$2.09M Buy
9,629
+374
+4% +$86.4K 1.22% 32
2025
Q4 		$2.4M Buy
+9,255
New +$2.45M 1.43% 26

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

Argo Wealth Advisory's AJG Position: Q2 2026 in Review

Argo Wealth Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 2.3% in Q2 2026, buying an estimated $47.6K and bringing the position to 9,853 shares worth $2.26M. The position accounts for 1.25% of the portfolio, ranked #29.

Argo Wealth Advisory first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.4M in Q4 2025. 1,281 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Argo Wealth Advisory held 9,853 shares of Arthur J. Gallagher & Co worth $2.26M as of Q2 2026.
  • Argo Wealth Advisory bought 224 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $47.6K.
  • Arthur J. Gallagher & Co made up 1.25% of Argo Wealth Advisory's portfolio in Q2 2026, its #29 holding.
  • Argo Wealth Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Argo Wealth Advisory's Arthur J. Gallagher & Co position peaked at $2.4M in Q4 2025.
  • 1,281 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Argo Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.