COMPASS FINANCIAL MANAGEMENT LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$44.5K	Buy	+182	New	+$38.6K	0.01%	708

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AJG Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 182 shares worth $44.5K. The stake represents 0.01% of the portfolio and ranks #708 among its holdings.

1,030 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 182 shares of Arthur J. Gallagher & Co worth $44.5K as of Q2 2026.
Arthur J. Gallagher & Co was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #708 holding.
1,030 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.