Diversify Wealth Management’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
+99
+9% +$21K 0.01% 1036
2026
Q1
$239K Buy
+1,126
New +$260K ﹤0.01% 1036

Other funds holding AJG

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

Diversify Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 8.8% in Q2 2026, buying an estimated $21K and bringing the position to 1,225 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #1036.

Diversify Wealth Management first reported a position in AJG in Q1 2026 and has held it in 2 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Diversify Wealth Management held 1,225 shares of Arthur J. Gallagher & Co worth $310K as of Q2 2026.
  • Diversify Wealth Management bought 99 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $21K.
  • Arthur J. Gallagher & Co made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1036 holding.
  • Diversify Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and has held it in 2 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.