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Clark Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Clark Wealth Partners’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 		$3.67K Buy
+16
New +$3.4K ﹤0.01% 348
2025
Q3 		– Sell
-14
Closed -$4.48K – 567
2025
Q2 		$4.48K Hold
14
– – ﹤0.01% 298
2025
Q1 		$4.83K Buy
14
+3
+27% +$948 ﹤0.01% 270
2024
Q4 		$3.12K Buy
+11
New +$3.2K ﹤0.01% 300

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 $3.38T AUM 44.17% 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

Clark Wealth Partners's AJG Position: Q2 2026 in Review

Clark Wealth Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 16 shares worth $3.67K. The stake represents ﹤0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Clark Wealth Partners previously reported a position in AJG as recently as Q2 2025.

Clark Wealth Partners first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $4.83K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Clark Wealth Partners held 16 shares of Arthur J. Gallagher & Co worth $3.67K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Clark Wealth Partners position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #348 holding.
  • Clark Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • Clark Wealth Partners's Arthur J. Gallagher & Co position peaked at $4.83K in Q1 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.