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Integrated Wealth Concepts’s Arthur J. Gallagher & Co AJG Stock Holding History

Integrated Wealth Concepts’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 		$634K Buy
2,760
+159
+6% +$33.8K ﹤0.01% 1513
2026
Q1 		$563K Buy
+2,601
New +$601K ﹤0.01% 1466
2025
Q4 		– Sell
-1,206
Closed -$374K – 1620
2025
Q3 		$374K Sell
1,206
-98
-8% -$29.5K ﹤0.01% 1506
2025
Q2 		$417K Sell
1,304
-591
-31% -$195K ﹤0.01% 1373
2025
Q1 		$654K Buy
1,895
+83
+5% +$26.2K 0.01% 1027
2024
Q4 		$514K Sell
1,812
-77
-4% -$22.4K 0.01% 1110
2024
Q3 		$532K Sell
1,889
-60
-3% -$16.9K 0.01% 1053
2024
Q2 		$505K Buy
1,949
+166
+9% +$41.2K 0.01% 1042
2024
Q1 		$446K Buy
1,783
+227
+15% +$54.6K 0.01% 1099
2023
Q4 		$350K Sell
1,556
-1,376
-47% -$326K 0.01% 1181
2023
Q3 		$668K Sell
2,932
-3
-0.1% -$671 0.01% 857
2023
Q2 		$644K Buy
+2,935
New +$611K 0.01% 874

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

Integrated Wealth Concepts's AJG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Arthur J. Gallagher & Co (AJG) stake by 6.1% in Q2 2026, buying an estimated $33.8K and bringing the position to 2,760 shares worth $634K. The position accounts for ﹤0.01% of the portfolio, ranked #1513.

Integrated Wealth Concepts first reported a position in AJG in Q2 2023 and has held it in 12 quarters since. The position peaked at $668K in Q3 2023. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Integrated Wealth Concepts held 2,760 shares of Arthur J. Gallagher & Co worth $634K as of Q2 2026.
  • Integrated Wealth Concepts bought 159 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $33.8K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1513 holding.
  • Integrated Wealth Concepts first reported a position in Arthur J. Gallagher & Co in Q2 2023 and has held it in 12 quarters since.
  • Integrated Wealth Concepts's Arthur J. Gallagher & Co position peaked at $668K in Q3 2023.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.