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

Connecticut 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	$841K	Sell	3,664 -95	-3%	-$20.2K	0.03%	186
2026 Q1	$814K	Hold	3,759	–	–	0.03%	178
2025 Q4	$973K	Hold	3,759	–	–	0.04%	158
2025 Q3	$1.16M	Sell	3,759 -142	-4%	-$42.8K	0.05%	141
2025 Q2	$1.25M	Hold	3,901	–	–	0.06%	132
2025 Q1	$1.35M	Sell	3,901 -166	-4%	-$52.4K	0.07%	121
2024 Q4	$1.15M	Sell	4,067 -256	-6%	-$74.5K	0.06%	119
2024 Q3	$1.22M	Hold	4,323	–	–	0.06%	137
2024 Q2	$1.12M	Buy	4,323 +19	+0.4%	+$4.71K	0.06%	140
2024 Q1	$1.08M	Buy	4,304 +76	+2%	+$18.3K	0.06%	139
2023 Q4	$951K	Buy	4,228 +2,968	+236%	+$703K	0.05%	150
2023 Q3	$287K	Buy	+1,260	New	+$282K	0.02%	238

Other funds holding AJG

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

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

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

Connecticut Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 2.5% in Q2 2026, selling an estimated $20.2K and leaving 3,664 shares worth $841K. The position accounts for 0.03% of the portfolio, ranked #186.

Connecticut Wealth Management first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.35M in Q1 2025. 575 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Connecticut Wealth Management held 3,664 shares of Arthur J. Gallagher & Co worth $841K as of Q2 2026.
Connecticut Wealth Management sold 95 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $20.2K.
Arthur J. Gallagher & Co made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #186 holding.
Connecticut Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
Connecticut Wealth Management's Arthur J. Gallagher & Co position peaked at $1.35M in Q1 2025.
575 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.