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

Dakota Wealth Management’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 		$213K Sell
930
-7,040
-88% -$1.49M ﹤0.01% 744
2026
Q1 		$1.73M Sell
7,970
-6,913
-46% -$1.6M 0.04% 309
2025
Q4 		$3.85M Sell
14,883
-15,805
-52% -$4.18M 0.07% 205
2025
Q3 		$9.51M Sell
30,688
-53,621
-64% -$16.2M 0.19% 104
2025
Q2 		$27M Sell
84,309
-9,887
-10% -$3.26M 0.57% 38
2025
Q1 		$32.5M Buy
94,196
+3,583
+4% +$1.13M 0.76% 25
2024
Q4 		$25.7M Buy
90,613
+4,016
+5% +$1.17M 0.59% 36
2024
Q3 		$24.4M Buy
86,597
+12,696
+17% +$3.58M 0.55% 36
2024
Q2 		$19.2M Buy
73,901
+21,392
+41% +$5.31M 0.45% 42
2024
Q1 		$13.1M Buy
52,509
+46,499
+774% +$11.2M 0.33% 72
2023
Q4 		$1.35M Sell
6,010
-38,079
-86% -$9.02M 0.05% 268
2023
Q3 		$10M Sell
44,089
-1,649
-4% -$369K 0.44% 64
2023
Q2 		$10M Buy
45,738
+11,844
+35% +$2.46M 0.47% 55
2023
Q1 		$6.48M Buy
33,894
+30,549
+913% +$5.8M 0.43% 62
2022
Q4 		$631K Buy
+3,345
New +$626K 0.04% 308
2020
Q2 		– Sell
-9,638
Closed -$786K – 277
2020
Q1 		$786K Buy
9,638
+778
+9% +$74.5K 0.17% 121
2019
Q4 		$844K Buy
8,860
+1,462
+20% +$134K 0.14% 146
2019
Q3 		$663K Buy
7,398
+2,449
+49% +$220K 0.11% 163
2019
Q2 		$434K Sell
4,949
-2,154
-30% -$180K 0.08% 188
2019
Q1 		$555K Buy
+7,103
New +$547K 0.11% 168
2018
Q3 		– Sell
-3,865
Closed -$252K – 283
2018
Q2 		$252K Buy
+3,865
New +$262K 0.07% 180

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

Dakota Wealth Management's AJG Position: Q2 2026 in Review

Dakota Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 88% in Q2 2026, selling an estimated $1.49M and leaving 930 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Dakota Wealth Management first reported a position in AJG in Q2 2018 and has held it in 21 quarters since. The position peaked at $32.5M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dakota Wealth Management held 930 shares of Arthur J. Gallagher & Co worth $213K as of Q2 2026.
  • Dakota Wealth Management sold 7,040 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.49M.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Dakota Wealth Management first reported a position in Arthur J. Gallagher & Co in Q2 2018 and has held it in 21 quarters since.
  • Dakota Wealth Management's Arthur J. Gallagher & Co position peaked at $32.5M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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