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

Curio 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	–	Sell	-1	Closed	-$217	–	114
2026 Q1	$217	Buy	+1	New	+$231	﹤0.01%	742

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

Curio Wealth's AJG Position: Q2 2026 in Review

Curio Wealth sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 1 share — an estimated $217 sold.

Curio Wealth first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $217 in Q1 2026. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Curio Wealth reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $217.
Curio Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
Curio Wealth's Arthur J. Gallagher & Co position peaked at $217 in Q1 2026.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.