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

Benson 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	$1.84K	Hold	8	–	–	﹤0.01%	292
2026 Q1	$1.73K	Hold	8	–	–	﹤0.01%	284
2025 Q4	$2.07K	Buy	+8	New	+$2.12K	﹤0.01%	266

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Benson Wealth Management's AJG Position: Q2 2026 in Review

Benson Wealth Management held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 8 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

Benson Wealth Management first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07K in Q4 2025. 1,283 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Benson Wealth Management held 8 shares of Arthur J. Gallagher & Co worth $1.84K as of Q2 2026.
Benson Wealth Management left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Benson Wealth Management's portfolio in Q2 2026, its #292 holding.
Benson Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
Benson Wealth Management's Arthur J. Gallagher & Co position peaked at $2.07K in Q4 2025.
1,283 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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