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

HB 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 		$2.79M Buy
12,157
+2,465
+25% +$523K 0.02% 387
2026
Q1 		$2.1M Buy
9,692
+441
+5% +$102K 0.01% 416
2025
Q4 		$2.39M Sell
9,251
-302
-3% -$80K 0.02% 376
2025
Q3 		$2.96M Buy
9,553
+369
+4% +$111K 0.02% 335
2025
Q2 		$2.94M Sell
9,184
-813
-8% -$268K 0.02% 302
2025
Q1 		$3.45M Buy
9,997
+3,211
+47% +$1.01M 0.03% 283
2024
Q4 		$1.93M Buy
6,786
+3,489
+106% +$1.02M 0.02% 290
2024
Q3 		$928K Buy
3,297
+515
+19% +$145K 0.01% 413
2024
Q2 		$721K Buy
2,782
+424
+18% +$105K 0.01% 443
2024
Q1 		$590K Buy
2,358
+137
+6% +$32.9K 0.01% 452
2023
Q4 		$499K Buy
2,221
+91
+4% +$21.6K 0.01% 466
2023
Q3 		$485K Buy
2,130
+459
+27% +$103K 0.01% 436
2023
Q2 		$367K Buy
1,671
+173
+12% +$36K 0.01% 495
2023
Q1 		$287K Sell
1,498
-1,958
-57% -$372K 0.01% 549
2022
Q4 		$652K Buy
+3,456
New +$646K 0.01% 343

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HB Wealth Management's AJG Position: Q2 2026 in Review

HB Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 25% in Q2 2026, buying an estimated $523K and bringing the position to 12,157 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #387.

HB Wealth Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.45M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • HB Wealth Management held 12,157 shares of Arthur J. Gallagher & Co worth $2.79M as of Q2 2026.
  • HB Wealth Management bought 2,465 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $523K.
  • Arthur J. Gallagher & Co made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #387 holding.
  • HB Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • HB Wealth Management's Arthur J. Gallagher & Co position peaked at $3.45M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.