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Beaird Harris Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Beaird Harris 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 		$9.64K Hold
42
– – ﹤0.01% 396
2026
Q1 		$9.1K Sell
42
-32
-43% -$7.39K ﹤0.01% 371
2025
Q4 		$19.2K Sell
74
-5
-6% -$1.32K ﹤0.01% 344
2025
Q3 		$24.5K Buy
79
+2
+3% +$603 ﹤0.01% 309
2025
Q2 		$24.6K Buy
77
+36
+88% +$11.9K ﹤0.01% 313
2025
Q1 		$14.2K Hold
41
– – ﹤0.01% 336
2024
Q4 		$11.6K Hold
41
– – ﹤0.01% 347
2024
Q3 		$11.5K Sell
41
-72
-64% -$20.3K ﹤0.01% 328
2024
Q2 		$29.3K Sell
113
-2
-2% -$496 ﹤0.01% 268
2024
Q1 		$28.8K Sell
115
-21
-15% -$5.05K ﹤0.01% 247
2023
Q4 		$30.6K Buy
136
+23
+20% +$5.45K ﹤0.01% 223
2023
Q3 		$25.8K Buy
113
+72
+176% +$16.1K ﹤0.01% 220
2023
Q2 		$9K Sell
41
-28
-41% -$5.83K ﹤0.01% 276
2023
Q1 		$13.2K Sell
69
-40
-37% -$7.59K ﹤0.01% 250
2022
Q4 		$20.6K Buy
109
+40
+58% +$7.48K ﹤0.01% 252
2022
Q3 		$12K Hold
69
– – ﹤0.01% 262
2022
Q2 		$11K Sell
69
-31
-31% -$5.14K ﹤0.01% 239
2022
Q1 		$17K Buy
100
+31
+45% +$4.94K 0.01% 261
2021
Q4 		$12K Buy
+69
New +$11.3K ﹤0.01% 379

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

Beaird Harris Wealth Management's AJG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 42 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Beaird Harris Wealth Management first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $30.6K in Q4 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Beaird Harris Wealth Management held 42 shares of Arthur J. Gallagher & Co worth $9.64K as of Q2 2026.
  • Beaird Harris Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #396 holding.
  • Beaird Harris Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Arthur J. Gallagher & Co position peaked at $30.6K in Q4 2023.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.