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Golden State Equity Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Golden State Equity 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 		– Sell
-212
Closed -$46.1K – 394
2026
Q1 		$46.1K Buy
+212
New +$49K ﹤0.01% 905
2025
Q4 		– Sell
-663
Closed -$205K – 493
2025
Q3 		$205K Buy
+663
New +$200K 0.03% 428
2024
Q4 		– Sell
-187
Closed -$52.6K – 446
2024
Q3 		$52.6K Buy
+187
New +$52.7K 0.03% 369

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

Golden State Equity Partners's AJG Position: Q2 2026 in Review

Golden State Equity Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 212 shares — an estimated $46.1K sold.

Golden State Equity Partners first reported a position in AJG in Q3 2024 and held it in 3 quarters. The position peaked at $205K in Q3 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Golden State Equity Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 212 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $46.1K.
  • Golden State Equity Partners first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 3 quarters.
  • Golden State Equity Partners's Arthur J. Gallagher & Co position peaked at $205K in Q3 2025.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.