GWSA
AJG icon

Global Wealth Strategies & Associates’s Arthur J. Gallagher & Co AJG Stock Holding History

Global Wealth Strategies & Associates’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
-75
Closed -$16.2K – 111
2026
Q1 		$16.2K Buy
75
+5
+7% +$1.16K ﹤0.01% 268
2025
Q4 		$18.1K Hold
70
– – ﹤0.01% 247
2025
Q3 		$21.7K Hold
70
– – 0.01% 213
2025
Q2 		$22.4K Hold
70
– – 0.01% 160
2025
Q1 		$24.2K Hold
70
– – 0.01% 167
2024
Q4 		$19.9K Buy
+70
New +$20.4K 0.01% 165

Other funds holding AJG

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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Global Wealth Strategies & Associates's AJG Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 75 shares — an estimated $16.2K sold.

Global Wealth Strategies & Associates first reported a position in AJG in Q4 2024 and held it in 6 quarters. The position peaked at $24.2K in Q1 2025. 521 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 75 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16.2K.
  • Global Wealth Strategies & Associates first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Arthur J. Gallagher & Co position peaked at $24.2K in Q1 2025.
  • 521 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.