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

Circle 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 		$646K Buy
2,815
+1,064
+61% +$226K 0.01% 184
2026
Q1 		$379K Buy
+1,751
New +$404K 0.01% 219

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

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

Circle Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 61% in Q2 2026, buying an estimated $226K and bringing the position to 2,815 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #184.

Circle Wealth Management first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Circle Wealth Management held 2,815 shares of Arthur J. Gallagher & Co worth $646K as of Q2 2026.
  • Circle Wealth Management bought 1,064 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $226K.
  • Arthur J. Gallagher & Co made up 0.01% of Circle Wealth Management's portfolio in Q2 2026, its #184 holding.
  • Circle Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.