Asset Planning Inc’s Arthur J. Gallagher & Co AJG Stock Holding History

Asset Planning Inc’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	$207K	Sell	901 -309	-26%	-$65.6K	0.13%	92
2026 Q1	$262K	Buy	1,210 +4	+0.3%	+$924	0.19%	69
2025 Q4	$312K	Buy	1,206 +3	+0.2%	+$794	0.22%	65
2025 Q3	$373K	Buy	1,203 +2	+0.2%	+$603	0.27%	62
2025 Q2	$384K	Buy	1,201 +3	+0.3%	+$989	0.29%	56
2025 Q1	$414K	Buy	1,198 +2	+0.2%	+$632	0.32%	52
2024 Q4	$339K	Buy	+1,196	New	+$348K	0.26%	59

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

Asset Planning Inc's AJG Position: Q2 2026 in Review

Asset Planning Inc reduced its Arthur J. Gallagher & Co (AJG) stake by 26% in Q2 2026, selling an estimated $65.6K and leaving 901 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #92.

Asset Planning Inc first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $414K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Asset Planning Inc held 901 shares of Arthur J. Gallagher & Co worth $207K as of Q2 2026.
Asset Planning Inc sold 309 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $65.6K.
Arthur J. Gallagher & Co made up 0.13% of Asset Planning Inc's portfolio in Q2 2026, its #92 holding.
Asset Planning Inc first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Arthur J. Gallagher & Co position peaked at $414K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.