Creative Financial Designs’s Arthur J. Gallagher & Co AJG Stock Holding History

Creative Financial Designs’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	$10.1K	Buy	44 +9	+26%	+$1.91K	﹤0.01%	1512
2026 Q1	$7.58K	Buy	35 +1	+3%	+$231	﹤0.01%	1482
2025 Q4	$8.8K	Sell	34 -1	-3%	-$265	﹤0.01%	1386
2025 Q3	$10.8K	Buy	35 +33	+1,650%	+$9.95K	﹤0.01%	1346
2025 Q2	$640	Hold	2	–	–	﹤0.01%	1866
2025 Q1	$690	Buy	+2	New	+$632	﹤0.01%	1860
2022 Q1	–	Sell	-11	Closed	-$2K	–	1248
2021 Q4	$2K	Sell	11 -12	-52%	-$1.96K	﹤0.01%	1111
2021 Q3	$3K	Hold	23	–	–	﹤0.01%	1230
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	1252
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	1135
2020 Q4	$3K	Hold	23	–	–	﹤0.01%	1058
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	1071
2020 Q2	$2K	Buy	+23	New	+$2.04K	﹤0.01%	1001

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

Creative Financial Designs's AJG Position: Q2 2026 in Review

Creative Financial Designs increased its Arthur J. Gallagher & Co (AJG) stake by 26% in Q2 2026, buying an estimated $1.91K and bringing the position to 44 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Creative Financial Designs first reported a position in AJG in Q2 2020 and has held it in 13 quarters since. The position peaked at $10.8K in Q3 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Creative Financial Designs held 44 shares of Arthur J. Gallagher & Co worth $10.1K as of Q2 2026.
Creative Financial Designs bought 9 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.91K.
Arthur J. Gallagher & Co made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1512 holding.
Creative Financial Designs first reported a position in Arthur J. Gallagher & Co in Q2 2020 and has held it in 13 quarters since.
Creative Financial Designs's Arthur J. Gallagher & Co position peaked at $10.8K in Q3 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.