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

BCS Private 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 		– Sell
-1,442
Closed -$312K – 190
2026
Q1 		$312K Buy
+1,442
New +$333K 0.09% 145

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

BCS Private Wealth Management's AJG Position: Q2 2026 in Review

BCS Private Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 1,442 shares — an estimated $312K sold.

BCS Private Wealth Management first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $312K in Q1 2026. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • BCS Private Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 1,442 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $312K.
  • BCS Private Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
  • BCS Private Wealth Management's Arthur J. Gallagher & Co position peaked at $312K in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.