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

Balboa Wealth Partners’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	$340K	Sell	1,481 -70	-5%	-$14.9K	0.05%	313
2026 Q1	$336K	Sell	1,551 -482	-24%	-$111K	0.06%	281
2025 Q4	$526K	Buy	2,033 +132	+7%	+$34.9K	0.09%	185
2025 Q3	$589K	Sell	1,901 -163	-8%	-$49.1K	0.1%	162
2025 Q2	$661K	Hold	2,064	–	–	0.13%	128
2025 Q1	$713K	Sell	2,064 -186	-8%	-$58.8K	0.17%	102
2024 Q4	$639K	Buy	2,250 +82	+4%	+$23.9K	0.15%	115
2024 Q3	$610K	Sell	2,168 -123	-5%	-$34.7K	0.15%	121
2024 Q2	$594K	Buy	2,291 +263	+13%	+$65.2K	0.16%	115
2024 Q1	$507K	Buy	2,028 +2	+0.1%	+$481	0.15%	121
2023 Q4	$456K	Sell	2,026 -271	-12%	-$64.2K	0.15%	122
2023 Q3	$524K	Hold	2,297	–	–	0.2%	95
2023 Q2	$504K	Hold	2,297	–	–	0.18%	112
2023 Q1	$439K	Buy	2,297 +18	+0.8%	+$3.42K	0.17%	123
2022 Q4	$430K	Sell	2,279 -7	-0.3%	-$1.31K	0.19%	116
2022 Q3	$391K	Buy	+2,286	New	+$406K	0.17%	108

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

Balboa Wealth Partners's AJG Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 4.5% in Q2 2026, selling an estimated $14.9K and leaving 1,481 shares worth $340K. The position accounts for 0.05% of the portfolio, ranked #313.

Balboa Wealth Partners first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $713K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Balboa Wealth Partners held 1,481 shares of Arthur J. Gallagher & Co worth $340K as of Q2 2026.
Balboa Wealth Partners sold 70 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $14.9K.
Arthur J. Gallagher & Co made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #313 holding.
Balboa Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
Balboa Wealth Partners's Arthur J. Gallagher & Co position peaked at $713K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.