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

Concord 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	$8.95K	Buy	+39	New	+$8.28K	﹤0.01%	588
2025 Q1	–	Sell	-2	Closed	-$568	–	821
2024 Q4	$568	Hold	2	–	–	﹤0.01%	853
2024 Q3	$563	Buy	+2	New	+$564	﹤0.01%	889
2023 Q4	–	Sell	-9	Closed	-$2.05K	–	811
2023 Q3	$2.05K	Hold	9	–	–	﹤0.01%	866
2023 Q2	$1.98K	Buy	+9	New	+$1.87K	﹤0.01%	869
2023 Q1	–	Sell	-9	Closed	-$1.7K	–	993
2022 Q4	$1.7K	Buy	+9	New	+$1.68K	﹤0.01%	976
2022 Q3	–	Sell	-139	Closed	-$23K	–	181
2022 Q2	$23K	Sell	139 -2	-1%	-$332	0.01%	512
2022 Q1	$25K	Hold	141	–	–	0.01%	583
2021 Q4	$24K	Buy	141 +93	+194%	+$15.2K	0.01%	601
2021 Q3	$7K	Sell	48 -86	-64%	-$12.3K	﹤0.01%	520
2021 Q2	$19K	Buy	134 +12	+10%	+$1.7K	0.01%	507
2021 Q1	$15K	Buy	+122	New	+$14.7K	0.01%	519

Other funds holding AJG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Concord Wealth Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 39 shares worth $8.95K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in AJG as recently as Q4 2024.

Concord Wealth Partners first reported a position in AJG in Q1 2021 and has held it in 12 quarters since. The position peaked at $25K in Q1 2022. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Concord Wealth Partners held 39 shares of Arthur J. Gallagher & Co worth $8.95K as of Q2 2026.
Arthur J. Gallagher & Co was a new Concord Wealth Partners position in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #588 holding.
Concord Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 12 quarters since.
Concord Wealth Partners's Arthur J. Gallagher & Co position peaked at $25K in Q1 2022.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.