Diversify Advisory Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Diversify Advisory Services’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	$324K	Buy	1,294 +69	+6%	+$17.3K	﹤0.01%	1068
2026 Q2	$310K	Buy	+1,225	New	+$260K	0.01%	1036
2025 Q3	–	Sell	-835	Closed	-$243K	–	875
2025 Q2	$243K	Buy	835 +27	+3%	+$8.9K	0.01%	732
2025 Q1	$256K	Buy	808 +14	+2%	+$4.42K	0.02%	545
2024 Q4	$228K	Buy	+794	New	+$231K	0.01%	561

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

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

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return

Diversify Advisory Services's AJG Position: Q3 2026 in Review

Diversify Advisory Services increased its Arthur J. Gallagher & Co (AJG) stake by 5.6% in Q3 2026, buying an estimated $17.3K and bringing the position to 1,294 shares worth $324K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Diversify Advisory Services first reported a position in AJG in Q4 2024 and has held it in 5 quarters since. 262 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Diversify Advisory Services held 1,294 shares of Arthur J. Gallagher & Co worth $324K as of Q3 2026.
Diversify Advisory Services bought 69 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $17.3K.
Arthur J. Gallagher & Co made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1068 holding.
Diversify Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 5 quarters since.
262 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.