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

BankPlus 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
Q2 		$662K Buy
2,885
+28
+1% +$5.95K 0.3% 53
2026
Q1 		$619K Sell
2,857
-189
-6% -$43.7K 0.32% 56
2025
Q4 		$788K Sell
3,046
-116
-4% -$30.7K 0.44% 38
2025
Q3 		$979K Sell
3,162
-12
-0.4% -$3.62K 0.58% 29
2025
Q2 		$1.02M Sell
3,174
-67
-2% -$22.1K 0.67% 23
2025
Q1 		$1.12M Sell
3,241
-89
-3% -$28.1K 0.82% 20
2024
Q4 		$945K Buy
+3,330
New +$969K 0.7% 22

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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

BankPlus Wealth Management's AJG Position: Q2 2026 in Review

BankPlus Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 0.98% in Q2 2026, buying an estimated $5.95K and bringing the position to 2,885 shares worth $662K. The position accounts for 0.3% of the portfolio, ranked #53.

BankPlus Wealth Management first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.12M in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • BankPlus Wealth Management held 2,885 shares of Arthur J. Gallagher & Co worth $662K as of Q2 2026.
  • BankPlus Wealth Management bought 28 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.95K.
  • Arthur J. Gallagher & Co made up 0.3% of BankPlus Wealth Management's portfolio in Q2 2026, its #53 holding.
  • BankPlus Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • BankPlus Wealth Management's Arthur J. Gallagher & Co position peaked at $1.12M in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.