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

Axxcess 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 		$681K Buy
+2,964
New +$629K 0.01% 627
2026
Q1 		– Sell
-3,227
Closed -$835K – 395
2025
Q4 		$835K Sell
3,227
-1,383
-30% -$366K 0.01% 548
2025
Q3 		$1.43M Sell
4,610
-2,357
-34% -$711K 0.03% 380
2025
Q2 		$2.23M Sell
6,967
-504
-7% -$166K 0.05% 267
2025
Q1 		$2.58M Sell
7,471
-1,349
-15% -$426K 0.07% 220
2024
Q4 		$2.5M Buy
8,820
+1,983
+29% +$577K 0.06% 235
2024
Q3 		$1.92M Buy
6,837
+751
+12% +$212K 0.05% 273
2024
Q2 		$1.58M Buy
6,086
+686
+13% +$170K 0.04% 293
2024
Q1 		$1.35M Buy
5,400
+221
+4% +$53.1K 0.04% 319
2023
Q4 		$1.16M Sell
5,179
-2,664
-34% -$631K 0.03% 328
2023
Q3 		$1.79M Buy
7,843
+4,458
+132% +$998K 0.06% 223
2023
Q2 		$743K Sell
3,385
-151
-4% -$31.4K 0.05% 275
2023
Q1 		$676K Buy
3,536
+57
+2% +$10.8K 0.05% 305
2022
Q4 		$656K Buy
3,479
+18
+0.5% +$3.37K 0.05% 302
2022
Q3 		$593K Buy
3,461
+113
+3% +$20.1K 0.06% 284
2022
Q2 		$546K Buy
3,348
+89
+3% +$14.8K 0.05% 293
2022
Q1 		$569K Buy
3,259
+70
+2% +$11.2K 0.04% 329
2021
Q4 		$541K Buy
+3,189
New +$521K 0.04% 339

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

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

Axxcess Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 2,964 shares worth $681K. The stake represents 0.01% of the portfolio and ranks #627 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in AJG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in AJG in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.58M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Axxcess Wealth Management held 2,964 shares of Arthur J. Gallagher & Co worth $681K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Axxcess Wealth Management position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #627 holding.
  • Axxcess Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Arthur J. Gallagher & Co position peaked at $2.58M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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