H&H Retirement Design & Management’s Arthur J. Gallagher & Co AJG Stock Holding History

H&H Retirement Design & 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	$602K	Buy	+2,240	New	+$476K	0.27%	51

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

H&H Retirement Design & Management's AJG Position: Q2 2026 in Review

H&H Retirement Design & Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 2,240 shares worth $602K. The stake represents 0.27% of the portfolio and ranks #51 among its holdings.

1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

H&H Retirement Design & Management held 2,240 shares of Arthur J. Gallagher & Co worth $602K as of Q2 2026.
Arthur J. Gallagher & Co was a new H&H Retirement Design & Management position in Q2 2026.
Arthur J. Gallagher & Co made up 0.27% of H&H Retirement Design & Management's portfolio in Q2 2026, its #51 holding.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.