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B. Riley Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

B. Riley Wealth Advisors’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 		$225K Sell
989
-351
-26% -$74.5K 0.01% 726
2026
Q1 		$289K Sell
1,340
-278
-17% -$64.2K 0.02% 601
2025
Q4 		$419K Sell
1,618
-1,802
-53% -$477K 0.02% 591
2025
Q3 		$1.06M Sell
3,420
-202
-6% -$60.9K 0.05% 331
2025
Q2 		$1.16M Buy
+3,622
New +$1.19M 0.05% 321
2024
Q4 		$2.69M Sell
9,466
-1,609
-15% -$468K 0.09% 229
2024
Q3 		$3.12M Sell
11,075
-385
-3% -$109K 0.09% 224
2024
Q2 		$2.97M Sell
11,460
-977
-8% -$242K 0.08% 248
2024
Q1 		$2.83M Buy
12,437
+1,773
+17% +$426K 0.08% 250
2023
Q4 		$2.4M Sell
10,664
-1,773
-14% -$420K 0.06% 315
2023
Q3 		$2.83M Buy
12,437
+2,421
+24% +$542K 0.08% 250
2023
Q2 		$2.2M Buy
10,016
+60
+0.6% +$12.5K 0.05% 352
2023
Q1 		$1.9M Buy
9,956
+1,154
+13% +$219K 0.05% 354
2022
Q4 		$1.66M Buy
8,802
+56
+0.6% +$10.5K 0.05% 387
2022
Q3 		$1.5M Buy
8,746
+6,409
+274% +$1.14M 0.05% 379
2022
Q2 		$382K Sell
2,337
-10
-0.4% -$1.66K 0.02% 768
2022
Q1 		$411K Sell
2,347
-4,099
-64% -$653K 0.01% 855
2021
Q4 		$1.09M Buy
6,446
+139
+2% +$22.7K 0.03% 501
2021
Q3 		$937K Buy
6,307
+1,555
+33% +$222K 0.03% 539
2021
Q2 		$665K Buy
4,752
+294
+7% +$41.5K 0.02% 656
2021
Q1 		$557K Sell
4,458
-29
-0.6% -$3.5K 0.02% 682
2020
Q4 		$557K Sell
4,487
-2,858
-39% -$325K 0.03% 505
2020
Q3 		$772K Sell
7,345
-3,082
-30% -$320K 0.04% 385
2020
Q2 		$1.02M Sell
10,427
-153
-1% -$13.5K 0.07% 275
2020
Q1 		$863K Buy
10,580
+930
+10% +$89.1K 0.07% 261
2019
Q4 		$920K Buy
9,650
+2,474
+34% +$227K 0.08% 254
2019
Q3 		$644K Buy
7,176
+1,480
+26% +$133K 0.06% 326
2019
Q2 		$499K Buy
5,696
+1,095
+24% +$91.4K 0.05% 377
2019
Q1 		$360K Sell
4,601
-38
-0.8% -$2.93K 0.05% 434
2018
Q4 		$343K Sell
4,639
-33
-0.7% -$2.46K 0.05% 399
2018
Q3 		$349K Buy
4,672
+46
+1% +$3.3K 0.04% 447
2018
Q2 		$303K Sell
4,626
-56
-1% -$3.79K 0.04% 462
2018
Q1 		$322K Sell
4,682
-155
-3% -$10.5K 0.05% 431
2017
Q4 		$307K Sell
4,837
-32
-0.7% -$2.04K 0.04% 435
2017
Q3 		$301K Sell
4,869
-12
-0.2% -$706 0.05% 373
2017
Q2 		$280K Buy
4,881
+33
+0.7% +$1.86K 0.05% 385
2017
Q1 		$275K Buy
4,848
+585
+14% +$32.2K 0.05% 374
2016
Q4 		$223K Buy
4,263
+197
+5% +$9.91K 0.05% 427
2016
Q3 		$208K Sell
4,066
-823
-17% -$40.6K 0.04% 524
2016
Q2 		$234K Hold
4,889
– – 0.05% 487
2016
Q1 		$217K Buy
+4,889
New +$195K 0.05% 449
2015
Q1 		– Sell
-511
Closed -$24 – 618
2014
Q4 		$24 Buy
+511
New +$24K ﹤0.01% 2458
2014
Q3 		– Sell
-533
Closed -$24.8K – 697
2014
Q2 		$24.8K Buy
+533
New +$24.3K 0.01% 1373
2013
Q4 		– Sell
-7,047
Closed -$308K – 677
2013
Q3 		$308K Buy
+7,047
New +$309K 0.11% 217

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 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
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

B. Riley Wealth Advisors's AJG Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 26% in Q2 2026, selling an estimated $74.5K and leaving 989 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #726.

B. Riley Wealth Advisors first reported a position in AJG in Q3 2013 and has held it in 44 quarters since. The position peaked at $3.12M in Q3 2024. 206 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • B. Riley Wealth Advisors held 989 shares of Arthur J. Gallagher & Co worth $225K as of Q2 2026.
  • B. Riley Wealth Advisors sold 351 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $74.5K.
  • Arthur J. Gallagher & Co made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #726 holding.
  • B. Riley Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2013 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Arthur J. Gallagher & Co position peaked at $3.12M in Q3 2024.
  • 206 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.