Baldwin Wealth Partners
AJG icon

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
Q3 		$15.5M Sell
67,882
-492
-0.7% -$123K 1.02% 26
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 		$9.12M 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 		$3.16M 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

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Fisher Funds Management
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Baldwin Wealth Partners's AJG Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 0.72% in Q3 2026, selling an estimated $123K and leaving 67,882 shares worth $15.5M. The position accounts for 1.02% of the portfolio, ranked #26.

Baldwin Wealth Partners first reported a position in AJG in Q1 2019 and has held it in 31 quarters since. The position peaked at $27.6M in Q1 2025. 449 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Baldwin Wealth Partners held 67,882 shares of Arthur J. Gallagher & Co worth $15.5M as of Q3 2026.
  • Baldwin Wealth Partners sold 492 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $123K.
  • Arthur J. Gallagher & Co made up 1.02% of Baldwin Wealth Partners's portfolio in Q3 2026, its #26 holding.
  • Baldwin Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 31 quarters since.
  • Baldwin Wealth Partners's Arthur J. Gallagher & Co position peaked at $27.6M in Q1 2025.
  • 449 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.