Creative Planning’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $22.5M | Buy |
98,089
+3,977
| +4% | +$844K | 0.01% | 470 |
|
|
2026
Q1 | $20.4M | Buy |
94,112
+7,791
| +9% | +$1.8M | 0.01% | 441 |
|
|
2025
Q4 | $22.3M | Buy |
86,321
+14,309
| +20% | +$3.79M | 0.02% | 351 |
|
|
2025
Q3 | $22.3M | Buy |
72,012
+2,772
| +4% | +$836K | 0.02% | 339 |
|
|
2025
Q2 | $22.2M | Sell |
69,240
-1,008
| -1% | -$332K | 0.02% | 315 |
|
|
2025
Q1 | $24.3M | Buy |
70,248
+5,831
| +9% | +$1.84M | 0.02% | 284 |
|
|
2024
Q4 | $18.3M | Buy |
64,417
+4,764
| +8% | +$1.39M | 0.02% | 313 |
|
|
2024
Q3 | $16.8M | Buy |
59,653
+2,537
| +4% | +$715K | 0.02% | 313 |
|
|
2024
Q2 | $14.8M | Buy |
57,116
+2,782
| +5% | +$690K | 0.02% | 319 |
|
|
2024
Q1 | $13.6M | Buy |
54,334
+3,932
| +8% | +$945K | 0.02% | 334 |
|
|
2023
Q4 | $11.3M | Sell |
50,402
-24
| -0% | -$5.68K | 0.02% | 353 |
|
|
2023
Q3 | $11.5M | Sell |
50,426
-27,303
| -35% | -$6.11M | 0.02% | 326 |
|
|
2023
Q2 | $17.1M | Buy |
77,729
+31,637
| +69% | +$6.58M | 0.02% | 250 |
|
|
2023
Q1 | $8.82M | Sell |
46,092
-449
| -1% | -$85.2K | 0.01% | 367 |
|
|
2022
Q4 | $8.77M | Sell |
46,541
-1,064
| -2% | -$199K | 0.01% | 360 |
|
|
2022
Q3 | $8.15M | Buy |
47,605
+676
| +1% | +$120K | 0.01% | 339 |
|
|
2022
Q2 | $7.65M | Buy |
46,929
+390
| +0.8% | +$64.7K | 0.01% | 369 |
|
|
2022
Q1 | $8.13M | Buy |
46,539
+1,891
| +4% | +$301K | 0.01% | 352 |
|
|
2021
Q4 | $7.58M | Sell |
44,648
-927
| -2% | -$151K | 0.01% | 335 |
|
|
2021
Q3 | $6.78M | Sell |
45,575
-553
| -1% | -$79.1K | 0.01% | 340 |
|
|
2021
Q2 | $6.46M | Sell |
46,128
-14,089
| -23% | -$1.99M | 0.01% | 347 |
|
|
2021
Q1 | $7.51M | Sell |
60,217
-5,698
| -9% | -$688K | 0.02% | 322 |
|
|
2020
Q4 | $8.15M | Buy |
65,915
+7,248
| +12% | +$825K | 0.02% | 290 |
|
|
2020
Q3 | $6.19M | Buy |
58,667
+3,322
| +6% | +$345K | 0.02% | 285 |
|
|
2020
Q2 | $5.4M | Sell |
55,345
-2,463
| -4% | -$218K | 0.02% | 276 |
|
|
2020
Q1 | $4.71M | Sell |
57,808
-565
| -1% | -$54.1K | 0.02% | 265 |
|
|
2019
Q4 | $5.56M | Buy |
58,373
+9,490
| +19% | +$869K | 0.02% | 278 |
|
|
2019
Q3 | $4.38M | Buy |
48,883
+18,410
| +60% | +$1.66M | 0.01% | 307 |
|
|
2019
Q2 | $2.67M | Buy |
30,473
+3,223
| +12% | +$269K | 0.01% | 416 |
|
|
2019
Q1 | $2.13M | Sell |
27,250
-1,282
| -4% | -$98.8K | 0.01% | 444 |
|
|
2018
Q4 | $2.1M | Buy |
28,532
+6,630
| +30% | +$495K | 0.01% | 416 |
|
|
2018
Q3 | $1.63M | Buy |
21,902
+917
| +4% | +$65.7K | 0.01% | 542 |
|
|
2018
Q2 | $1.37M | Buy |
20,985
+14,960
| +248% | +$1.01M | 0.01% | 586 |
|
|
2018
Q1 | $414K | Buy |
6,025
+1,254
| +26% | +$84.6K | ﹤0.01% | 1175 |
|
|
2017
Q4 | $302K | Buy |
+4,771
| New | +$305K | ﹤0.01% | 1359 |
|
|
2017
Q3 | – | Sell |
-4,106
| Closed | -$235K | – | 1932 |
|
|
2017
Q2 | $235K | Buy |
4,106
+1,534
| +60% | +$86.7K | ﹤0.01% | 1425 |
|
|
2017
Q1 | $145K | Sell |
2,572
-1,104
| -30% | -$60.9K | ﹤0.01% | 1708 |
|
|
2016
Q4 | $191K | Buy |
3,676
+450
| +14% | +$22.6K | ﹤0.01% | 1433 |
|
|
2016
Q3 | $164K | Buy |
3,226
+946
| +41% | +$46.7K | ﹤0.01% | 1516 |
|
|
2016
Q2 | $109K | Buy |
2,280
+85
| +4% | +$3.94K | ﹤0.01% | 1626 |
|
|
2016
Q1 | $98K | Buy |
2,195
+1,332
| +154% | +$53.2K | ﹤0.01% | 1646 |
|
|
2015
Q4 | $35K | Buy |
863
+503
| +140% | +$21.6K | ﹤0.01% | 2404 |
|
|
2015
Q3 | $15K | Buy |
+360
| New | +$16.3K | ﹤0.01% | 2934 |
|
|
2015
Q2 | – | Sell |
-836
| Closed | -$39K | – | 1151 |
|
|
2015
Q1 | $39K | Buy |
836
+536
| +179% | +$25K | ﹤0.01% | 2192 |
|
|
2014
Q4 | $14K | Sell |
300
-1,124
| -79% | -$52.7K | ﹤0.01% | 2894 |
|
|
2014
Q3 | $65K | Buy |
1,424
+1,017
| +250% | +$46.8K | ﹤0.01% | 1743 |
|
|
2014
Q2 | $19K | Buy |
407
+107
| +36% | +$4.88K | ﹤0.01% | 2510 |
|
|
2014
Q1 | $14K | Hold |
300
| – | – | ﹤0.01% | 2576 |
|
|
2013
Q4 | $14K | Sell |
300
-38
| -11% | -$1.76K | ﹤0.01% | 2382 |
|
|
2013
Q3 | $15K | Sell |
338
-49
| -13% | -$2.15K | ﹤0.01% | 2236 |
|
|
2013
Q2 | $17K | Buy |
+387
| New | +$16.8K | ﹤0.01% | 2014 |
|
Other funds holding AJG
Creative Planning's AJG Position: Q2 2026 in Review
Creative Planning increased its Arthur J. Gallagher & Co (AJG) stake by 4.2% in Q2 2026, buying an estimated $844K and bringing the position to 98,089 shares worth $22.5M. The position accounts for 0.01% of the portfolio, ranked #470.
Creative Planning first reported a position in AJG in Q2 2013 and has held it in 51 quarters since. The position peaked at $24.3M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- Creative Planning held 98,089 shares of Arthur J. Gallagher & Co worth $22.5M as of Q2 2026.
- Creative Planning bought 3,977 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $844K.
- Arthur J. Gallagher & Co made up 0.01% of Creative Planning's portfolio in Q2 2026, its #470 holding.
- Creative Planning first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 51 quarters since.
- Creative Planning's Arthur J. Gallagher & Co position peaked at $24.3M in Q1 2025.
- 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.