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GeoWealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

GeoWealth Management’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 		$1.19M Buy
5,178
+3,169
+158% +$673K 0.04% 283
2026
Q1 		$435K Buy
2,009
+265
+15% +$61.2K 0.02% 497
2025
Q4 		$451K Sell
1,744
-32
-2% -$8.47K 0.02% 468
2025
Q3 		$550K Sell
1,776
-57
-3% -$17.2K 0.02% 427
2025
Q2 		$587K Sell
1,833
-140
-7% -$46.1K 0.02% 371
2025
Q1 		$681K Sell
1,973
-113
-5% -$35.7K 0.03% 365
2024
Q4 		$592K Sell
2,086
-1,655
-44% -$482K 0.02% 428
2024
Q3 		$1.05M Buy
3,741
+28
+0.8% +$7.9K 0.04% 291
2024
Q2 		$963K Buy
3,713
+1,572
+73% +$390K 0.04% 279
2024
Q1 		$535K Buy
2,141
+952
+80% +$229K 0.02% 418
2023
Q4 		$267K Buy
+1,189
New +$282K 0.02% 433

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

GeoWealth Management's AJG Position: Q2 2026 in Review

GeoWealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 158% in Q2 2026, buying an estimated $673K and bringing the position to 5,178 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #283.

GeoWealth Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • GeoWealth Management held 5,178 shares of Arthur J. Gallagher & Co worth $1.19M as of Q2 2026.
  • GeoWealth Management bought 3,169 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $673K.
  • Arthur J. Gallagher & Co made up 0.04% of GeoWealth Management's portfolio in Q2 2026, its #283 holding.
  • GeoWealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.