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

Dogwood 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
Q2 		$9.64K Buy
42
+29
+223% +$6.16K ﹤0.01% 388
2026
Q1 		$2.82K Sell
13
-6
-32% -$1.39K ﹤0.01% 583
2025
Q4 		$4.92K Sell
19
-1
-5% -$265 ﹤0.01% 424
2025
Q3 		$6.2K Buy
20
+2
+11% +$603 ﹤0.01% 358
2025
Q2 		$5.65K Buy
18
+13
+260% +$4.29K ﹤0.01% 407
2025
Q1 		$1.73K Buy
+5
New +$1.58K ﹤0.01% 369
2024
Q3 		– Hold
0
– – – 293
2024
Q2 		– Hold
0
– – – 332
2024
Q1 		– Hold
0
– – – 323
2023
Q4 		– Hold
0
– – – 308

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dogwood Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 223% in Q2 2026, buying an estimated $6.16K and bringing the position to 42 shares worth $9.64K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Dogwood Wealth Management first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dogwood Wealth Management held 42 shares of Arthur J. Gallagher & Co worth $9.64K as of Q2 2026.
  • Dogwood Wealth Management bought 29 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.16K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #388 holding.
  • Dogwood Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.