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BFC Planning, Inc.’s Arthur J. Gallagher & Co AJG Stock Holding History

BFC Planning, Inc.’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 		$321K Sell
1,396
-83
-6% -$17.6K 0.01% 771
2026
Q1 		$321K Buy
1,479
+1
+0.1% +$231 0.01% 710
2025
Q4 		$383K Sell
1,478
-131
-8% -$34.7K 0.02% 636
2025
Q3 		$499K Sell
1,609
-14,409
-90% -$4.34M 0.04% 384
2025
Q2 		$5.13M Sell
16,018
-66
-0.4% -$21.8K 0.4% 46
2025
Q1 		$5.55M Sell
16,084
-123
-0.8% -$38.9K 0.49% 39
2024
Q4 		$4.6M Buy
+16,207
New +$4.72M 0.38% 49

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $3.38T AUM 44.17% 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 $1.92T AUM 36.1% 1-Year Est. Return

BFC Planning, Inc.'s AJG Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Arthur J. Gallagher & Co (AJG) stake by 5.6% in Q2 2026, selling an estimated $17.6K and leaving 1,396 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #771.

BFC Planning, Inc. first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.55M in Q1 2025. 1,297 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • BFC Planning, Inc. held 1,396 shares of Arthur J. Gallagher & Co worth $321K as of Q2 2026.
  • BFC Planning, Inc. sold 83 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $17.6K.
  • Arthur J. Gallagher & Co made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #771 holding.
  • BFC Planning, Inc. first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Arthur J. Gallagher & Co position peaked at $5.55M in Q1 2025.
  • 1,297 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.