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

Bay Harbor 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 		$3.21K Sell
14
-2
-13% -$425 ﹤0.01% 532
2026
Q1 		$3.46K Buy
16
+3
+23% +$693 ﹤0.01% 423
2025
Q4 		$3.36K Buy
13
+2
+18% +$529 ﹤0.01% 362
2025
Q3 		$3.41K Buy
11
+3
+38% +$904 ﹤0.01% 272
2025
Q2 		$2.56K Buy
8
+2
+33% +$659 ﹤0.01% 267
2025
Q1 		$2.07K Buy
+6
New +$1.9K ﹤0.01% 189

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

Bay Harbor Wealth Management's AJG Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, selling an estimated $425 and leaving 14 shares worth $3.21K. The position accounts for ﹤0.01% of the portfolio, ranked #532.

Bay Harbor Wealth Management first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.46K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Bay Harbor Wealth Management held 14 shares of Arthur J. Gallagher & Co worth $3.21K as of Q2 2026.
  • Bay Harbor Wealth Management sold 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #532 holding.
  • Bay Harbor Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's Arthur J. Gallagher & Co position peaked at $3.46K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.