Balance Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Balance Wealth’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	$2.6K	Buy	+11	New	+$2.76K	﹤0.01%	734

Other funds holding AJG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Balance Wealth's AJG Position: Q3 2026 in Review

Balance Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 11 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #734 among its holdings.

1,112 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Balance Wealth held 11 shares of Arthur J. Gallagher & Co worth $2.6K as of Q3 2026.
Arthur J. Gallagher & Co was a new Balance Wealth position in Q3 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #734 holding.
1,112 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.