Financial Life Planners’s Arthur J. Gallagher & Co AJG Stock Holding History

Financial Life Planners’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	$29K	Hold	126	–	–	0.02%	162
2026 Q1	$27.3K	Buy	+126	New	+$29.1K	0.02%	158
2025 Q4	–	Sell	-125	Closed	-$38.8K	–	69
2025 Q3	$38.8K	Buy	+125	New	+$37.7K	0.03%	142
2025 Q1	–	Sell	-128	Closed	-$36.4K	–	92
2024 Q4	$36.4K	Buy	+128	New	+$37.2K	0.03%	148

Other funds holding AJG

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Financial Life Planners's AJG Position: Q2 2026 in Review

Financial Life Planners held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 126 shares worth $29K. The position accounts for 0.02% of the portfolio, ranked #162.

Financial Life Planners first reported a position in AJG in Q4 2024 and has held it in 4 quarters since. The position peaked at $38.8K in Q3 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Financial Life Planners held 126 shares of Arthur J. Gallagher & Co worth $29K as of Q2 2026.
Financial Life Planners left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Financial Life Planners's portfolio in Q2 2026, its #162 holding.
Financial Life Planners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Arthur J. Gallagher & Co position peaked at $38.8K in Q3 2025.
512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.