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Bogart Wealth LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

Bogart Wealth LLC’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 		$37.5K Buy
163
+69
+73% +$14.7K ﹤0.01% 617
2026
Q1 		$20.4K Buy
94
+11
+13% +$2.54K ﹤0.01% 722
2025
Q4 		$21.5K Sell
83
-11
-12% -$2.91K ﹤0.01% 661
2025
Q3 		$29K Buy
94
+3
+3% +$904 ﹤0.01% 567
2025
Q2 		$29K Buy
91
+4
+5% +$1.32K ﹤0.01% 555
2025
Q1 		$30.2K Hold
87
– – ﹤0.01% 499
2024
Q4 		$24.8K Buy
87
+12
+16% +$3.49K ﹤0.01% 542
2024
Q3 		$21.2K Hold
75
– – ﹤0.01% 544
2024
Q2 		$19.5K Hold
75
– – ﹤0.01% 534
2024
Q1 		$18.7K Sell
75
-3
-4% -$721 ﹤0.01% 530
2023
Q4 		$17.5K Buy
78
+3
+4% +$711 ﹤0.01% 530
2023
Q3 		$17K Buy
75
+1
+1% +$224 ﹤0.01% 503
2023
Q2 		$16.3K Hold
74
– – ﹤0.01% 499
2023
Q1 		$14.2K Buy
74
+65
+722% +$12.3K ﹤0.01% 529
2022
Q4 		$1.7K Buy
9
+4
+80% +$748 ﹤0.01% 805
2022
Q3 		$1K Sell
5
-11
-69% -$1.95K ﹤0.01% 860
2022
Q2 		$3K Buy
+16
New +$2.65K ﹤0.01% 713

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AJG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Arthur J. Gallagher & Co (AJG) stake by 73% in Q2 2026, buying an estimated $14.7K and bringing the position to 163 shares worth $37.5K. The position accounts for ﹤0.01% of the portfolio, ranked #617.

Bogart Wealth LLC first reported a position in AJG in Q2 2022 and has held it in 17 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Bogart Wealth LLC held 163 shares of Arthur J. Gallagher & Co worth $37.5K as of Q2 2026.
  • Bogart Wealth LLC bought 69 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $14.7K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #617 holding.
  • Bogart Wealth LLC first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 17 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.