Confluence Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Confluence Wealth Services’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	$204K	Buy	+890	New	+$189K	0.01%	464

Other funds holding AJG

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Confluence Wealth Services's AJG Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 890 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #464 among its holdings.

328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Confluence Wealth Services held 890 shares of Arthur J. Gallagher & Co worth $204K as of Q2 2026.
Arthur J. Gallagher & Co was a new Confluence Wealth Services position in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #464 holding.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.