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BOK Financial Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

BOK Financial Private Wealth’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 		$919 Buy
+4
New +$849 ﹤0.01% 708
2025
Q3 		– Sell
-31
Closed -$9.92K – 381
2025
Q2 		$9.92K Buy
+31
New +$10.2K ﹤0.01% 358
2025
Q1 		– Sell
-4
Closed -$1.14K – 475
2024
Q4 		$1.14K Buy
+4
New +$1.16K ﹤0.01% 492

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

BOK Financial Private Wealth's AJG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 4 shares worth $919. The stake represents ﹤0.01% of the portfolio and ranks #708 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in AJG as recently as Q2 2025.

BOK Financial Private Wealth first reported a position in AJG in Q4 2024 and has held it in 3 quarters since. The position peaked at $9.92K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • BOK Financial Private Wealth held 4 shares of Arthur J. Gallagher & Co worth $919 as of Q2 2026.
  • Arthur J. Gallagher & Co was a new BOK Financial Private Wealth position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #708 holding.
  • BOK Financial Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 3 quarters since.
  • BOK Financial Private Wealth's Arthur J. Gallagher & Co position peaked at $9.92K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.