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

Curated Wealth Partners’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 		$698K Buy
+197,440
New +$41.9M 0.09% 203
2026
Q1 		– Sell
-867
Closed -$224K – 231
2025
Q4 		$224K Buy
+867
New +$230K 0.02% 183
2025
Q2 		– Sell
-1,370
Closed -$473K – 160
2025
Q1 		$473K Buy
+1,370
New +$433K 0.06% 92

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Curated Wealth Partners's AJG Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 197,440 shares worth $698K. The stake represents 0.09% of the portfolio and ranks #203 among its holdings. This is a return to the name: Curated Wealth Partners previously reported a position in AJG as recently as Q4 2025.

Curated Wealth Partners first reported a position in AJG in Q1 2025 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Curated Wealth Partners held 197,440 shares of Arthur J. Gallagher & Co worth $698K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Curated Wealth Partners position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.09% of Curated Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • Curated Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.