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

Institute for 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	$22.3K	Buy	+97	New	+$20.6K	﹤0.01%	1100

Other funds holding AJG

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

Institute for Wealth Management's AJG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 97 shares worth $22.3K. The stake represents ﹤0.01% of the portfolio and ranks #1100 among its holdings.

780 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Institute for Wealth Management held 97 shares of Arthur J. Gallagher & Co worth $22.3K as of Q2 2026.
Arthur J. Gallagher & Co was a new Institute for Wealth Management position in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1100 holding.
780 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.