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

Dynasty 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 		$1.35M Buy
5,889
+3,131
+114% +$665K 0.01% 164
2026
Q1 		$597K Buy
2,758
+358
+15% +$82.7K 0.01% 224
2025
Q4 		$621K Sell
2,400
-228
-9% -$60.4K 0.01% 224
2025
Q3 		$814K Buy
2,628
+63
+2% +$19K 0.01% 180
2025
Q2 		$821K Buy
2,565
+142
+6% +$46.8K 0.01% 145
2025
Q1 		$837K Buy
2,423
+28
+1% +$8.84K 0.01% 159
2024
Q4 		$680K Sell
2,395
-140
-6% -$40.7K 0.01% 179
2024
Q3 		$713K Buy
2,535
+133
+6% +$37.5K 0.02% 159
2024
Q2 		$623K Buy
2,402
+51
+2% +$12.7K 0.02% 169
2024
Q1 		$588K Buy
+2,351
New +$565K 0.02% 174

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

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

Dynasty Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 114% in Q2 2026, buying an estimated $665K and bringing the position to 5,889 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #164.

Dynasty Wealth Management first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Dynasty Wealth Management held 5,889 shares of Arthur J. Gallagher & Co worth $1.35M as of Q2 2026.
  • Dynasty Wealth Management bought 3,131 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $665K.
  • Arthur J. Gallagher & Co made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Dynasty Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.