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

CreativeOne Wealth’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 		$225K Sell
981
-547
-36% -$116K ﹤0.01% 1118
2026
Q1 		$331K Buy
1,528
+121
+9% +$27.9K 0.01% 943
2025
Q4 		$364K Sell
1,407
-33
-2% -$8.74K 0.01% 884
2025
Q3 		$446K Sell
1,440
-289
-17% -$87.1K 0.01% 805
2025
Q2 		$554K Buy
1,729
+2
+0.1% +$659 0.01% 702
2025
Q1 		$596K Sell
1,727
-288
-14% -$91K 0.02% 635
2024
Q4 		$572K Buy
2,015
+46
+2% +$13.4K 0.02% 652
2024
Q3 		$554K Buy
1,969
+199
+11% +$56.1K 0.02% 595
2024
Q2 		$459K Sell
1,770
-553
-24% -$137K 0.02% 498
2024
Q1 		$581K Buy
2,323
+453
+24% +$109K 0.02% 520
2023
Q4 		$420K Buy
1,870
+37
+2% +$8.76K 0.03% 411
2023
Q3 		$418K Sell
1,833
-1,106
-38% -$248K 0.03% 370
2023
Q2 		$645K Sell
2,939
-542
-16% -$113K 0.03% 423
2023
Q1 		$666K Buy
3,481
+168
+5% +$31.9K 0.03% 396
2022
Q4 		$624K Buy
3,313
+11
+0.3% +$2.06K 0.03% 371
2022
Q3 		$566K Buy
3,302
+40
+1% +$7.1K 0.03% 375
2022
Q2 		$532K Buy
3,262
+557
+21% +$92.4K 0.03% 400
2022
Q1 		$472K Buy
2,705
+176
+7% +$28.1K 0.02% 445
2021
Q4 		$429K Buy
2,529
+76
+3% +$12.4K 0.02% 492
2021
Q3 		$364K Buy
2,453
+354
+17% +$50.7K 0.02% 492
2021
Q2 		$294K Buy
2,099
+241
+13% +$34.1K 0.02% 541
2021
Q1 		$231K Buy
+1,858
New +$224K 0.02% 511

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's AJG Position: Q2 2026 in Review

CreativeOne Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 36% in Q2 2026, selling an estimated $116K and leaving 981 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

CreativeOne Wealth first reported a position in AJG in Q1 2021 and has held it in 22 quarters since. The position peaked at $666K in Q1 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • CreativeOne Wealth held 981 shares of Arthur J. Gallagher & Co worth $225K as of Q2 2026.
  • CreativeOne Wealth sold 547 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $116K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1118 holding.
  • CreativeOne Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 22 quarters since.
  • CreativeOne Wealth's Arthur J. Gallagher & Co position peaked at $666K in Q1 2023.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.