GoalVest Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
Other funds holding AJG
GoalVest Advisory's AJG Position: Q2 2026 in Review
GoalVest Advisory opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 11 shares worth $2.52K. The stake represents ﹤0.01% of the portfolio and ranks #439 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in AJG as recently as Q4 2025.
GoalVest Advisory first reported a position in AJG in Q1 2022 and has held it in 13 quarters since. The position peaked at $100K in Q3 2023. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- GoalVest Advisory held 11 shares of Arthur J. Gallagher & Co worth $2.52K as of Q2 2026.
- Arthur J. Gallagher & Co was a new GoalVest Advisory position in Q2 2026.
- Arthur J. Gallagher & Co made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #439 holding.
- GoalVest Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2022 and has held it in 13 quarters since.
- GoalVest Advisory's Arthur J. Gallagher & Co position peaked at $100K in Q3 2023.
- 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.