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Basecamp Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Basecamp Wealth Advisors’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 		$32.1K Buy
140
+5
+4% +$1.06K 0.01% 665
2026
Q1 		$29.2K Hold
135
– – 0.01% 695
2025
Q4 		$34.9K Buy
+135
New +$35.7K 0.01% 622

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's AJG Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 3.7% in Q2 2026, buying an estimated $1.06K and bringing the position to 140 shares worth $32.1K. The position accounts for 0.01% of the portfolio, ranked #665.

Basecamp Wealth Advisors first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $34.9K in Q4 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Basecamp Wealth Advisors held 140 shares of Arthur J. Gallagher & Co worth $32.1K as of Q2 2026.
  • Basecamp Wealth Advisors bought 5 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.06K.
  • Arthur J. Gallagher & Co made up 0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #665 holding.
  • Basecamp Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Arthur J. Gallagher & Co position peaked at $34.9K in Q4 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.