Eagle Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Eagle Wealth Strategies’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	$1.27M	Buy	5,536 +1	+0%	+$212	0.49%	27
2026 Q1	$1.2M	Buy	5,535 +33	+0.6%	+$7.62K	0.53%	23
2025 Q4	$1.42M	Sell	5,502 -1	-0%	-$265	0.66%	19
2025 Q3	$1.7M	Buy	5,503 +3	+0.1%	+$904	0.85%	16
2025 Q2	$1.76M	Sell	5,500 -19	-0.3%	-$6.26K	0.98%	16
2025 Q1	$1.91M	Sell	5,519 -1,501	-21%	-$474K	1.17%	14
2024 Q4	$1.99M	Hold	7,020	–	–	1.44%	12
2024 Q3	$1.98M	Sell	7,020 -1,000	-12%	-$282K	1.44%	11
2024 Q2	$2.08M	Sell	8,020 -15	-0.2%	-$3.72K	1.68%	9
2024 Q1	$1.99M	Sell	8,035 -656	-8%	-$158K	1.61%	9
2023 Q4	$1.95M	Buy	+8,691	New	+$2.06M	1.18%	12

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

NIM

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Eagle Wealth Strategies's AJG Position: Q2 2026 in Review

Eagle Wealth Strategies increased its Arthur J. Gallagher & Co (AJG) stake by 0.02% in Q2 2026, buying an estimated $212 and bringing the position to 5,536 shares worth $1.27M. The position accounts for 0.49% of the portfolio, ranked #27.

Eagle Wealth Strategies first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.08M in Q2 2024. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Eagle Wealth Strategies held 5,536 shares of Arthur J. Gallagher & Co worth $1.27M as of Q2 2026.
Eagle Wealth Strategies bought 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up 0.49% of Eagle Wealth Strategies's portfolio in Q2 2026, its #27 holding.
Eagle Wealth Strategies first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Eagle Wealth Strategies's Arthur J. Gallagher & Co position peaked at $2.08M in Q2 2024.
328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Eagle Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.