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

Baldwin 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 		$15.7M Sell
68,374
-560
-0.8% -$119K 1.03% 27
2026
Q1 		$14.9M Sell
68,934
-7,031
-9% -$1.62M 1.08% 25
2025
Q4 		$19.7M Sell
75,965
-864
-1% -$229K 1.26% 20
2025
Q3 		$23.8M Sell
76,829
-1,888
-2% -$569K 1.55% 17
2025
Q2 		$25.2M Sell
78,717
-1,107
-1% -$365K 1.71% 16
2025
Q1 		$27.6M Buy
79,824
+155
+0.2% +$49K 1.93% 12
2024
Q4 		$22.6M Buy
79,669
+1,885
+2% +$549K 1.56% 16
2024
Q3 		$21.9M Buy
77,784
+3,771
+5% +$1.06M 1.49% 17
2024
Q2 		$19.2M Sell
74,013
-4,332
-6% -$1.07M 1.5% 18
2024
Q1 		$19.6M Buy
78,345
+344
+0.4% +$82.7K 1.48% 19
2023
Q4 		$17.5M Buy
78,001
+3,827
+5% +$906K 1.38% 21
2023
Q3 		$16.9M Buy
74,174
+262
+0.4% +$58.6K 1.45% 20
2023
Q2 		$16.2M Buy
73,912
+12,760
+21% +$2.66M 1.33% 23
2023
Q1 		$11.7M Buy
61,152
+555
+0.9% +$105K 1.02% 32
2022
Q4 		$11.4M Sell
60,597
-336
-0.6% -$62.8K 1.04% 33
2022
Q3 		$10.4M Sell
60,933
-1,610
-3% -$286K 1.44% 23
2022
Q2 		$10.2M Sell
62,543
-1,938
-3% -$322K 1.32% 25
2022
Q1 		$11.3M Buy
64,481
+825
+1% +$132K 1.19% 28
2021
Q4 		$10.8M Buy
63,656
+2,267
+4% +$370K 1.08% 32
2021
Q3 		$9.13M Sell
61,389
-989
-2% -$142K 1.01% 32
2021
Q2 		$8.74M Sell
62,378
-1,028
-2% -$145K 0.95% 33
2021
Q1 		$7.91M Buy
63,406
+17,645
+39% +$2.13M 0.94% 35
2020
Q4 		$5.66M Buy
45,761
+11,981
+35% +$1.36M 0.71% 41
2020
Q3 		$3.57M Sell
33,780
-605
-2% -$62.8K 0.49% 52
2020
Q2 		$3.35M Buy
34,385
+180
+0.5% +$15.9K 0.49% 52
2020
Q1 		$2.79M Buy
34,205
+1,075
+3% +$103K 0.49% 53
2019
Q4 		$3.15M Buy
33,130
+215
+0.7% +$19.7K 0.44% 56
2019
Q3 		$2.95M Buy
32,915
+5,935
+22% +$534K 0.44% 55
2019
Q2 		$2.36M Buy
26,980
+7,405
+38% +$618K 0.35% 57
2019
Q1 		$1.53M Buy
+19,575
New +$1.51M 0.23% 70

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

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

Baldwin Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 0.81% in Q2 2026, selling an estimated $119K and leaving 68,374 shares worth $15.7M. The position accounts for 1.03% of the portfolio, ranked #27.

Baldwin Wealth Partners first reported a position in AJG in Q1 2019 and has held it in 30 quarters since. The position peaked at $27.6M in Q1 2025. 484 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Baldwin Wealth Partners held 68,374 shares of Arthur J. Gallagher & Co worth $15.7M as of Q2 2026.
  • Baldwin Wealth Partners sold 560 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $119K.
  • Arthur J. Gallagher & Co made up 1.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #27 holding.
  • Baldwin Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 30 quarters since.
  • Baldwin Wealth Partners's Arthur J. Gallagher & Co position peaked at $27.6M in Q1 2025.
  • 484 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.