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

Diversify 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 Q1	$239K	Buy	+1,126	New	+$260K	﹤0.01%	1036

Other funds holding AJG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Diversify Wealth Management's AJG Position: Q1 2026 in Review

Diversify Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 1,126 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1036 among its holdings.

1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

Diversify Wealth Management held 1,126 shares of Arthur J. Gallagher & Co worth $239K as of Q1 2026.
Arthur J. Gallagher & Co was a new Diversify Wealth Management position in Q1 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #1036 holding.
1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.