BTWM
AJG icon

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
Q3 		$286K Sell
1,254
-147
-10% -$36.9K 0.06% 239
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

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Baker Tilly Wealth Management's AJG Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 10% in Q3 2026, selling an estimated $36.9K and leaving 1,254 shares worth $286K. The position accounts for 0.06% of the portfolio, ranked #239.

Baker Tilly Wealth Management first reported a position in AJG in Q4 2020 and has held it in 14 quarters since. The position peaked at $796K in Q4 2021. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Baker Tilly Wealth Management held 1,254 shares of Arthur J. Gallagher & Co worth $286K as of Q3 2026.
  • Baker Tilly Wealth Management sold 147 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $36.9K.
  • Arthur J. Gallagher & Co made up 0.06% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #239 holding.
  • Baker Tilly Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 14 quarters since.
  • Baker Tilly Wealth Management's Arthur J. Gallagher & Co position peaked at $796K in Q4 2021.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.