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

Baker Tilly 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	$322K	Buy	+1,401	New	+$297K	0.07%	213
2026 Q1	–	Sell	-1,058	Closed	-$274K	–	284
2025 Q4	$274K	Buy	1,058 +25	+2%	+$6.62K	0.07%	234
2025 Q3	$320K	Buy	1,033 +239	+30%	+$72K	0.07%	206
2025 Q2	$254K	Sell	794 -8	-1%	-$2.64K	0.09%	205
2025 Q1	$277K	Buy	802 +41	+5%	+$13K	0.11%	192
2024 Q4	$216K	Buy	+761	New	+$221K	0.08%	226
2023 Q3	–	Sell	-1,567	Closed	-$344K	–	459
2023 Q2	$344K	Sell	1,567 -8	-0.5%	-$1.67K	0.04%	435
2023 Q1	$301K	Buy	+1,575	New	+$299K	0.03%	448
2022 Q1	–	Sell	-4,691	Closed	-$796K	–	518
2021 Q4	$796K	Buy	4,691 +1,150	+32%	+$188K	0.09%	257
2021 Q3	$526K	Buy	3,541 +401	+13%	+$57.4K	0.07%	301
2021 Q2	$440K	Sell	3,140 -745	-19%	-$105K	0.07%	305
2021 Q1	$485K	Buy	3,885 +789	+25%	+$95.2K	0.1%	246
2020 Q4	$383K	Buy	+3,096	New	+$353K	0.12%	192

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

Baker Tilly Wealth Management's AJG Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,401 shares worth $322K. The stake represents 0.07% of the portfolio and ranks #213 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in AJG as recently as Q4 2025.

Baker Tilly Wealth Management first reported a position in AJG in Q4 2020 and has held it in 13 quarters since. The position peaked at $796K in Q4 2021. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Baker Tilly Wealth Management held 1,401 shares of Arthur J. Gallagher & Co worth $322K as of Q2 2026.
Arthur J. Gallagher & Co was a new Baker Tilly Wealth Management position in Q2 2026.
Arthur J. Gallagher & Co made up 0.07% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #213 holding.
Baker Tilly Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 13 quarters since.
Baker Tilly Wealth Management's Arthur J. Gallagher & Co position peaked at $796K in Q4 2021.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.