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

DiNuzzo Private 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 Q3	$24.6K	Buy	108 +3	+3%	+$752	﹤0.01%	193
2026 Q2	$24.1K	Sell	105 -2	-2%	-$425	﹤0.01%	192
2026 Q1	$23.2K	Sell	107 -1	-0.9%	-$231	﹤0.01%	186
2025 Q4	$28K	Sell	108 -1	-0.9%	-$265	﹤0.01%	164
2025 Q3	$33K	Hold	109	–	–	﹤0.01%	147
2025 Q2	$34.9K	Sell	109 -1	-0.9%	-$330	﹤0.01%	145
2025 Q1	$38K	Hold	110	–	–	﹤0.01%	135
2024 Q4	$31.2K	Hold	110	–	–	﹤0.01%	143
2024 Q3	$31K	Hold	110	–	–	﹤0.01%	152
2024 Q2	$28.5K	Buy	110 +52	+90%	+$12.9K	﹤0.01%	120
2024 Q1	$14.5K	Sell	58 -1	-2%	-$240	﹤0.01%	147
2023 Q4	$13.3K	Buy	+59	New	+$14K	﹤0.01%	153

Other funds holding AJG

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

DiNuzzo Private Wealth's AJG Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Arthur J. Gallagher & Co (AJG) stake by 2.9% in Q3 2026, buying an estimated $752 and bringing the position to 108 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

DiNuzzo Private Wealth first reported a position in AJG in Q4 2023 and has held it in 12 quarters since. The position peaked at $38K in Q1 2025. 396 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

DiNuzzo Private Wealth held 108 shares of Arthur J. Gallagher & Co worth $24.6K as of Q3 2026.
DiNuzzo Private Wealth bought 3 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $752.
Arthur J. Gallagher & Co made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #193 holding.
DiNuzzo Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Arthur J. Gallagher & Co position peaked at $38K in Q1 2025.
396 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.