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

Drive 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 		$499K Buy
2,173
+838
+63% +$178K 0.09% 192
2026
Q1 		$289K Sell
1,335
-267
-17% -$61.7K 0.06% 262
2025
Q4 		$414K Sell
1,602
-70
-4% -$18.5K 0.08% 194
2025
Q3 		$518K Sell
1,672
-219
-12% -$66K 0.11% 157
2025
Q2 		$605K Sell
1,891
-25
-1% -$8.24K 0.13% 136
2025
Q1 		$661K Sell
1,916
-13
-0.7% -$4.11K 0.16% 114
2024
Q4 		$547K Sell
1,929
-39
-2% -$11.3K 0.13% 119
2024
Q3 		$554K Buy
1,968
+13
+0.7% +$3.67K 0.14% 118
2024
Q2 		$507K Buy
1,955
+54
+3% +$13.4K 0.14% 130
2024
Q1 		$475K Buy
1,901
+73
+4% +$17.5K 0.13% 142
2023
Q4 		$411K Buy
1,828
+74
+4% +$17.5K 0.13% 148
2023
Q3 		$400K Buy
1,754
+109
+7% +$24.4K 0.15% 133
2023
Q2 		$361K Buy
1,645
+123
+8% +$25.6K 0.13% 149
2023
Q1 		$291K Buy
1,522
+215
+16% +$40.8K 0.12% 181
2022
Q4 		$246K Buy
+1,307
New +$244K 0.12% 184

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

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

Drive Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 63% in Q2 2026, buying an estimated $178K and bringing the position to 2,173 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #192.

Drive Wealth Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $661K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Drive Wealth Management held 2,173 shares of Arthur J. Gallagher & Co worth $499K as of Q2 2026.
  • Drive Wealth Management bought 838 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $178K.
  • Arthur J. Gallagher & Co made up 0.09% of Drive Wealth Management's portfolio in Q2 2026, its #192 holding.
  • Drive Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Drive Wealth Management's Arthur J. Gallagher & Co position peaked at $661K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.