FWMP
AJG icon

Foundation Wealth Management (Pennsylvania)’s Arthur J. Gallagher & Co AJG Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$497K Sell
2,165
-112
-5% -$23.8K 0.15% 62
2026
Q1 		$493K Buy
2,277
+6
+0.3% +$1.39K 0.17% 58
2025
Q4 		$588K Sell
2,271
-49
-2% -$13K 0.21% 56
2025
Q3 		$719K Sell
2,320
-66
-3% -$19.9K 0.28% 48
2025
Q2 		$764K Buy
2,386
+2
+0.1% +$659 0.33% 46
2025
Q1 		$823K Sell
2,384
-156
-6% -$49.3K 0.39% 46
2024
Q4 		$721K Buy
+2,540
New +$739K 0.35% 47

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CB
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s AJG Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) reduced its Arthur J. Gallagher & Co (AJG) stake by 4.9% in Q2 2026, selling an estimated $23.8K and leaving 2,165 shares worth $497K. The position accounts for 0.15% of the portfolio, ranked #62.

Foundation Wealth Management (Pennsylvania) first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $823K in Q1 2025. 575 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 2,165 shares of Arthur J. Gallagher & Co worth $497K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) sold 112 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $23.8K.
  • Arthur J. Gallagher & Co made up 0.15% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #62 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Foundation Wealth Management (Pennsylvania)'s Arthur J. Gallagher & Co position peaked at $823K in Q1 2025.
  • 575 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.