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

EPG 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	$1.15M	Sell	5,012 -106	-2%	-$22.5K	0.28%	88
2026 Q1	$1.11M	Buy	5,118 +42	+0.8%	+$9.7K	0.3%	90
2025 Q4	$1.31M	Buy	5,076 +191	+4%	+$50.6K	0.35%	78
2025 Q3	$1.51M	Buy	4,885 +283	+6%	+$85.3K	0.42%	66
2025 Q2	$1.47M	Buy	4,602 +104	+2%	+$34.3K	0.44%	62
2025 Q1	$1.55M	Buy	4,498 +314	+8%	+$99.2K	0.43%	63
2024 Q4	$1.19M	Sell	4,184 -35	-0.8%	-$10.2K	0.31%	88
2024 Q3	$1.19M	Buy	+4,219	New	+$1.19M	0.3%	92
2024 Q2	–	Sell	-4,061	Closed	-$1.01M	–	99
2024 Q1	$1.02M	Buy	4,061 +33	+0.8%	+$7.93K	0.25%	103
2023 Q4	$952K	Buy	4,028 +223	+6%	+$52.8K	0.25%	101
2023 Q3	$867K	Buy	3,805 +378	+11%	+$84.6K	0.26%	96
2023 Q2	$752K	Buy	3,427 +278	+9%	+$57.9K	0.22%	110
2023 Q1	$602K	Buy	+3,149	New	+$597K	0.19%	125

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

EPG Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 2.1% in Q2 2026, selling an estimated $22.5K and leaving 5,012 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #88.

EPG Wealth Management first reported a position in AJG in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.55M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

EPG Wealth Management held 5,012 shares of Arthur J. Gallagher & Co worth $1.15M as of Q2 2026.
EPG Wealth Management sold 106 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $22.5K.
Arthur J. Gallagher & Co made up 0.28% of EPG Wealth Management's portfolio in Q2 2026, its #88 holding.
EPG Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 13 quarters since.
EPG Wealth Management's Arthur J. Gallagher & Co position peaked at $1.55M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.