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Golden State Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Golden State Wealth 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 		$1.61K Buy
+7
New +$1.49K ﹤0.01% 1424
2025
Q2 		– Sell
-4
Closed -$1.38K – 1571
2025
Q1 		$1.38K Hold
4
– – ﹤0.01% 1378
2024
Q4 		$1.14K Buy
+4
New +$1.16K ﹤0.01% 1338
2020
Q4 		– Sell
-1,609
Closed -$170K – 239
2020
Q3 		$170K Buy
+1,609
New +$167K 0.06% 208
2019
Q2 		– Sell
-50
Closed -$4K – 1058
2019
Q1 		$4K Buy
+50
New +$3.85K ﹤0.01% 927

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Golden State Wealth Management's AJG Position: Q2 2026 in Review

Golden State Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 7 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Golden State Wealth Management previously reported a position in AJG as recently as Q1 2025.

Golden State Wealth Management first reported a position in AJG in Q1 2019 and has held it in 5 quarters since. The position peaked at $170K in Q3 2020. 277 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Golden State Wealth Management held 7 shares of Arthur J. Gallagher & Co worth $1.61K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Golden State Wealth Management position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1424 holding.
  • Golden State Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 5 quarters since.
  • Golden State Wealth Management's Arthur J. Gallagher & Co position peaked at $170K in Q3 2020.
  • 277 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.