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

Gen-Wealth Partners’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 		$147K Sell
640
-145
-18% -$30.8K 0.04% 273
2026
Q1 		$170K Sell
785
-382
-33% -$88.2K 0.05% 262
2025
Q4 		$302K Buy
1,167
+73
+7% +$19.3K 0.1% 216
2025
Q3 		$339K Sell
1,094
-57
-5% -$17.2K 0.11% 187
2025
Q2 		$368K Sell
1,151
-107
-9% -$35.3K 0.14% 159
2025
Q1 		$434K Sell
1,258
-316
-20% -$99.8K 0.18% 148
2024
Q4 		$447K Sell
1,574
-64
-4% -$18.6K 0.19% 141
2024
Q3 		$466K Buy
1,638
+80
+5% +$22.6K 0.2% 142
2024
Q2 		$404K Buy
1,558
+253
+19% +$62.8K 0.2% 130
2024
Q1 		$326K Buy
+1,305
New +$314K 0.16% 145

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Gen-Wealth Partners's AJG Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Arthur J. Gallagher & Co (AJG) stake by 18% in Q2 2026, selling an estimated $30.8K and leaving 640 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #273.

Gen-Wealth Partners first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $466K in Q3 2024. 780 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Gen-Wealth Partners held 640 shares of Arthur J. Gallagher & Co worth $147K as of Q2 2026.
  • Gen-Wealth Partners sold 145 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $30.8K.
  • Arthur J. Gallagher & Co made up 0.04% of Gen-Wealth Partners's portfolio in Q2 2026, its #273 holding.
  • Gen-Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Arthur J. Gallagher & Co position peaked at $466K in Q3 2024.
  • 780 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.