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Fragasso Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Fragasso Financial Advisors’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 		– Sell
-924
Closed -$203K – 363
2026
Q1 		$203K Buy
+924
New +$213K 0.01% 314
2025
Q4 		– Sell
-679
Closed -$211K – 298
2025
Q3 		$211K Sell
679
-153
-18% -$46.1K 0.01% 276
2025
Q2 		$266K Buy
+832
New +$274K 0.02% 240

Other funds holding AJG

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

Fragasso Financial Advisors's AJG Position: Q2 2026 in Review

Fragasso Financial Advisors sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 924 shares — an estimated $203K sold.

Fragasso Financial Advisors first reported a position in AJG in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q2 2025. 374 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Fragasso Financial Advisors reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Fragasso Financial Advisors sold 924 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $203K.
  • Fragasso Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2025 and held it in 3 quarters.
  • Fragasso Financial Advisors's Arthur J. Gallagher & Co position peaked at $266K in Q2 2025.
  • 374 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Fragasso Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.