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Beacon Investment Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Beacon Investment Advisory Services’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 		$57.4K Sell
250
-181
-42% -$38.4K ﹤0.01% 412
2026
Q1 		$93.3K Buy
+431
New +$99.5K ﹤0.01% 341
2024
Q4 		– Sell
-850
Closed -$239K – 251
2024
Q3 		$239K Sell
850
-707
-45% -$199K 0.01% 234
2024
Q2 		$404K Buy
1,557
+7
+0.5% +$1.74K 0.02% 186
2024
Q1 		$388K Buy
+1,550
New +$373K 0.02% 202

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

Beacon Investment Advisory Services's AJG Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Arthur J. Gallagher & Co (AJG) stake by 42% in Q2 2026, selling an estimated $38.4K and leaving 250 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Beacon Investment Advisory Services first reported a position in AJG in Q1 2024 and has held it in 5 quarters since. The position peaked at $404K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Beacon Investment Advisory Services held 250 shares of Arthur J. Gallagher & Co worth $57.4K as of Q2 2026.
  • Beacon Investment Advisory Services sold 181 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $38.4K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #412 holding.
  • Beacon Investment Advisory Services first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 5 quarters since.
  • Beacon Investment Advisory Services's Arthur J. Gallagher & Co position peaked at $404K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.