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

Basepoint Wealth’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 		$3.44K Hold
15
– – ﹤0.01% 489
2026
Q1 		$3.25K Buy
+15
New +$3.46K ﹤0.01% 509

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Basepoint Wealth's AJG Position: Q2 2026 in Review

Basepoint Wealth held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 15 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Basepoint Wealth first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. 794 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Basepoint Wealth held 15 shares of Arthur J. Gallagher & Co worth $3.44K as of Q2 2026.
  • Basepoint Wealth left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Basepoint Wealth's portfolio in Q2 2026, its #489 holding.
  • Basepoint Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • 794 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.