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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Diversify Advisory Services's AJG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,225 shares worth $310K. The stake represents 0.01% of the portfolio and ranks #1036 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in AJG as recently as Q2 2025.

Diversify Advisory Services first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Diversify Advisory Services held 1,225 shares of Arthur J. Gallagher & Co worth $310K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Diversify Advisory Services position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1036 holding.
  • Diversify Advisory Services first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.