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

Cahaba 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 		$247K Sell
1,076
-56
-5% -$11.9K 0.01% 148
2026
Q1 		$245K Buy
1,132
+59
+5% +$13.6K 0.02% 137
2025
Q4 		$278K Buy
1,073
+2
+0.2% +$529 0.02% 120
2025
Q3 		$332K Sell
1,071
-2
-0.2% -$603 0.02% 113
2025
Q2 		$343K Buy
1,073
+2
+0.2% +$659 0.03% 113
2025
Q1 		$370K Sell
1,071
-46
-4% -$14.5K 0.03% 103
2024
Q4 		$317K Hold
1,117
– – 0.03% 113
2024
Q3 		$314K Hold
1,117
– – 0.03% 120
2024
Q2 		$290K Sell
1,117
-184
-14% -$45.6K 0.03% 117
2024
Q1 		$325K Hold
1,301
– – 0.03% 110
2023
Q4 		$293K Hold
1,301
– – 0.03% 111
2023
Q3 		$297K Sell
1,301
-433
-25% -$96.9K 0.03% 108
2023
Q2 		$381K Sell
1,734
-67
-4% -$13.9K 0.04% 95
2023
Q1 		$345K Hold
1,801
– – 0.04% 100
2022
Q4 		$340K Sell
1,801
-66
-4% -$12.3K 0.04% 100
2022
Q3 		$319K Sell
1,867
-108
-5% -$19.2K 0.04% 99
2022
Q2 		$322K Hold
1,975
– – 0.05% 102
2022
Q1 		$332K Sell
1,975
-153
-7% -$24.4K 0.05% 105
2021
Q4 		$361K Buy
2,128
+95
+5% +$15.5K 0.05% 105
2021
Q3 		$302K Buy
+2,033
New +$291K 0.04% 108

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

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

Cahaba Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 4.9% in Q2 2026, selling an estimated $11.9K and leaving 1,076 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #148.

Cahaba Wealth Management first reported a position in AJG in Q3 2021 and has held it in 20 quarters since. The position peaked at $381K in Q2 2023. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cahaba Wealth Management held 1,076 shares of Arthur J. Gallagher & Co worth $247K as of Q2 2026.
  • Cahaba Wealth Management sold 56 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $11.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Cahaba Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Cahaba Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2021 and has held it in 20 quarters since.
  • Cahaba Wealth Management's Arthur J. Gallagher & Co position peaked at $381K in Q2 2023.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cahaba Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.