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

Bartlett & Co 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	$382K	Sell	1,664 -7	-0.4%	-$1.49K	﹤0.01%	387
2026 Q1	$346K	Buy	1,671 +1	+0.1%	+$231	﹤0.01%	384
2025 Q4	$432K	Buy	1,670 +8	+0.5%	+$2.12K	0.01%	351
2025 Q3	$515K	Buy	1,662 +12	+0.7%	+$3.62K	0.01%	334
2025 Q2	$528K	Sell	1,650 -1	-0.1%	-$330	0.01%	324
2025 Q1	$570K	Buy	1,651 +1	+0.1%	+$316	0.01%	312
2024 Q4	$468K	Hold	1,650	–	–	0.01%	334
2024 Q3	$464K	Hold	1,650	–	–	0.01%	338
2024 Q2	$428K	Sell	1,650 -154	-9%	-$38.2K	0.01%	342
2024 Q1	$451K	Hold	1,804	–	–	0.01%	339
2023 Q4	$403K	Hold	1,804	–	–	0.01%	374
2023 Q3	$411K	Hold	1,804	–	–	0.01%	362
2023 Q2	$396K	Hold	1,804	–	–	0.01%	372
2023 Q1	$345K	Hold	1,804	–	–	0.01%	326
2022 Q4	$340K	Hold	1,804	–	–	0.01%	327
2022 Q3	$309K	Hold	1,804	–	–	0.01%	322
2022 Q2	$294K	Hold	1,804	–	–	0.01%	327
2022 Q1	$315K	Hold	1,804	–	–	0.01%	339
2021 Q4	$306K	Buy	1,804 +125	+7%	+$20.4K	0.01%	348
2021 Q3	$250K	Hold	1,679	–	–	﹤0.01%	322
2021 Q2	$235K	Sell	1,679 -500	-23%	-$70.7K	﹤0.01%	317
2021 Q1	$272K	Hold	2,179	–	–	0.01%	311
2020 Q4	$270K	Hold	2,179	–	–	0.01%	304
2020 Q3	$230K	Hold	2,179	–	–	0.01%	297
2020 Q2	$212K	Hold	2,179	–	–	0.01%	304
2020 Q1	$178K	Buy	2,179 +12	+0.6%	+$1.15K	0.01%	304
2019 Q4	$206K	Buy	2,167 +13	+0.6%	+$1.19K	0.01%	329
2019 Q3	$193K	Buy	2,154 +2,085	+3,022%	+$187K	0.01%	334
2019 Q2	$6.04K	Buy	+69	New	+$5.76K	﹤0.01%	620
2018 Q3	–	Sell	-200	Closed	-$13.1K	–	706
2018 Q2	$13.1K	Buy	+200	New	+$13.5K	﹤0.01%	576

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

Bartlett & Co Wealth Management's AJG Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.42% in Q2 2026, selling an estimated $1.49K and leaving 1,664 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #387.

Bartlett & Co Wealth Management first reported a position in AJG in Q2 2018 and has held it in 30 quarters since. The position peaked at $570K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Bartlett & Co Wealth Management held 1,664 shares of Arthur J. Gallagher & Co worth $382K as of Q2 2026.
Bartlett & Co Wealth Management sold 7 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.49K.
Arthur J. Gallagher & Co made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #387 holding.
Bartlett & Co Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 30 quarters since.
Bartlett & Co Wealth Management's Arthur J. Gallagher & Co position peaked at $570K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.