Focus Partners Wealth
AJG icon

Focus Partners Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Focus Partners Wealth’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 		$177M Sell
771,225
-608,172
-44% -$129M 0.18% 116
2026
Q1 		$299M Buy
1,379,397
+735,269
+114% +$170M 0.33% 68
2025
Q4 		$167M Buy
644,128
+600,252
+1,368% +$159M 0.19% 110
2025
Q3 		$13.6M Buy
43,876
+14,561
+50% +$4.39M 0.02% 482
2025
Q2 		$9.38M Buy
29,315
+1,612
+6% +$531K 0.02% 515
2025
Q1 		$9.56M Sell
27,703
-8,836
-24% -$2.79M 0.02% 485
2024
Q4 		$10.4M Buy
36,539
+33,314
+1,033% +$9.69M 0.03% 458
2024
Q3 		$908K Sell
3,225
-7,163
-69% -$2.02M ﹤0.01% 965
2024
Q2 		$2.75M Buy
10,388
+6,717
+183% +$1.67M 0.01% 605
2024
Q1 		$918K Buy
3,671
+2,566
+232% +$617K 0.01% 621
2023
Q4 		$248K Buy
+1,105
New +$262K ﹤0.01% 707

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

Focus Partners Wealth's AJG Position: Q2 2026 in Review

Focus Partners Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 44% in Q2 2026, selling an estimated $129M and leaving 771,225 shares worth $177M. The position accounts for 0.18% of the portfolio, ranked #116.

Focus Partners Wealth first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $299M in Q1 2026. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Focus Partners Wealth held 771,225 shares of Arthur J. Gallagher & Co worth $177M as of Q2 2026.
  • Focus Partners Wealth sold 608,172 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $129M.
  • Arthur J. Gallagher & Co made up 0.18% of Focus Partners Wealth's portfolio in Q2 2026, its #116 holding.
  • Focus Partners Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Arthur J. Gallagher & Co position peaked at $299M in Q1 2026.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.