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Cetera Trust Company’s Arthur J. Gallagher & Co AJG Stock Holding History

Cetera Trust Company’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 		$7.8K Hold
34
– – ﹤0.01% 313
2026
Q1 		$7.36K Hold
34
– – ﹤0.01% 316
2025
Q4 		$8.8K Hold
34
– – ﹤0.01% 307
2025
Q3 		$10.5K Hold
34
– – 0.01% 291
2025
Q2 		$10.9K Hold
34
– – 0.01% 288
2025
Q1 		$11.7K Hold
34
– – 0.01% 276
2024
Q4 		$9.65K Hold
34
– – 0.01% 294
2024
Q3 		$9.57K Hold
34
– – 0.01% 305
2024
Q2 		$8.82K Hold
34
– – 0.01% 307
2024
Q1 		$8.5K Hold
34
– – 0.01% 317
2023
Q4 		$7.65K Buy
+34
New +$8.05K ﹤0.01% 322

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

Cetera Trust Company's AJG Position: Q2 2026 in Review

Cetera Trust Company held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 34 shares worth $7.8K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Cetera Trust Company first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.7K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Cetera Trust Company held 34 shares of Arthur J. Gallagher & Co worth $7.8K as of Q2 2026.
  • Cetera Trust Company left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Cetera Trust Company's portfolio in Q2 2026, its #313 holding.
  • Cetera Trust Company first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Arthur J. Gallagher & Co position peaked at $11.7K in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.