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Chico Wealth RIA’s Arthur J. Gallagher & Co AJG Stock Holding History

Chico Wealth RIA’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 		$667K Buy
2,906
+8
+0.3% +$1.7K 0.35% 25
2026
Q1 		$628K Sell
2,898
-8
-0.3% -$1.85K 0.38% 24
2025
Q4 		$752K Buy
2,906
+117
+4% +$31K 0.49% 18
2025
Q3 		$864K Buy
+2,789
New +$841K 0.59% 13

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

Chico Wealth RIA's AJG Position: Q2 2026 in Review

Chico Wealth RIA increased its Arthur J. Gallagher & Co (AJG) stake by 0.28% in Q2 2026, buying an estimated $1.7K and bringing the position to 2,906 shares worth $667K. The position accounts for 0.35% of the portfolio, ranked #25.

Chico Wealth RIA first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. The position peaked at $864K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Chico Wealth RIA held 2,906 shares of Arthur J. Gallagher & Co worth $667K as of Q2 2026.
  • Chico Wealth RIA bought 8 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.7K.
  • Arthur J. Gallagher & Co made up 0.35% of Chico Wealth RIA's portfolio in Q2 2026, its #25 holding.
  • Chico Wealth RIA first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • Chico Wealth RIA's Arthur J. Gallagher & Co position peaked at $864K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.