Center for Financial Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

Center for Financial Planning’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	$281K	Hold	1,223	–	–	0.03%	145
2026 Q1	$265K	Hold	1,223	–	–	0.03%	147
2025 Q4	$317K	Buy	1,223 +172	+16%	+$45.5K	0.03%	134
2025 Q3	$326K	Buy	1,051 +516	+96%	+$156K	0.03%	137
2025 Q2	$171K	Hold	535	–	–	0.02%	174
2025 Q1	$185K	Hold	535	–	–	0.02%	160
2024 Q4	$152K	Hold	535	–	–	0.02%	167
2024 Q3	$151K	Hold	535	–	–	0.02%	159
2024 Q2	$139K	Hold	535	–	–	0.02%	159
2024 Q1	$134K	Hold	535	–	–	0.02%	165
2023 Q4	$120K	Hold	535	–	–	0.02%	160
2023 Q3	$122K	Hold	535	–	–	0.03%	153
2023 Q2	$117K	Hold	535	–	–	0.02%	158
2023 Q1	$102K	Hold	535	–	–	0.02%	164
2022 Q4	$101K	Hold	535	–	–	0.02%	164
2022 Q3	$92K	Hold	535	–	–	0.02%	162
2022 Q2	$87K	Hold	535	–	–	0.02%	172
2022 Q1	$93K	Sell	535 -5	-0.9%	-$797	0.02%	179
2021 Q4	$92K	Buy	540 +5	+0.9%	+$817	0.02%	180
2021 Q3	$80K	Hold	535	–	–	0.02%	177
2021 Q2	$75K	Hold	535	–	–	0.02%	183
2021 Q1	$67K	Hold	535	–	–	0.02%	189
2020 Q4	$66K	Hold	535	–	–	0.02%	183
2020 Q3	$56K	Hold	535	–	–	0.02%	177
2020 Q2	$52K	Sell	535 -118	-18%	-$10.4K	0.02%	182
2020 Q1	$53K	Buy	653 +118	+22%	+$11.3K	0.02%	166
2019 Q4	$51K	Buy	+535	New	+$49K	0.01%	182

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Center for Financial Planning's AJG Position: Q2 2026 in Review

Center for Financial Planning held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,223 shares worth $281K. The position accounts for 0.03% of the portfolio, ranked #145.

Center for Financial Planning first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $326K in Q3 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Center for Financial Planning held 1,223 shares of Arthur J. Gallagher & Co worth $281K as of Q2 2026.
Center for Financial Planning left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.03% of Center for Financial Planning's portfolio in Q2 2026, its #145 holding.
Center for Financial Planning first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
Center for Financial Planning's Arthur J. Gallagher & Co position peaked at $326K in Q3 2025.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.