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

Iams 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
2023
Q3 		– Sell
-9,796
Closed -$2.1M – 119
2023
Q2 		$2.1M Buy
+9,796
New +$2.04M 0.77% 45

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

Iams Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 20% in Q2 2026, selling an estimated $483K and leaving 9,216 shares worth $2.12M. The position accounts for 0.64% of the portfolio, ranked #47.

Iams Wealth Management first reported a position in AJG in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q3 2025. 409 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Iams Wealth Management held 9,216 shares of Arthur J. Gallagher & Co worth $2.12M as of Q2 2026.
  • Iams Wealth Management sold 2,277 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $483K.
  • Arthur J. Gallagher & Co made up 0.64% of Iams Wealth Management's portfolio in Q2 2026, its #47 holding.
  • Iams Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's Arthur J. Gallagher & Co position peaked at $2.52M in Q3 2025.
  • 409 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.