Jackson Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $398K | Sell |
1,735
-24,724
| -93% | -$5.25M | 0.23% | 58 |
|
|
2026
Q1 | $5.73M | Sell |
26,459
-90
| -0.3% | -$20.8K | 0.59% | 41 |
|
|
2025
Q4 | $6.87M | Buy |
26,549
+243
| +0.9% | +$64.3K | 0.67% | 40 |
|
|
2025
Q3 | $8.15M | Buy |
26,306
+378
| +1% | +$114K | 0.81% | 35 |
|
|
2025
Q2 | $8.3M | Sell |
25,928
-254
| -1% | -$83.7K | 0.9% | 30 |
|
|
2025
Q1 | $9.04M | Sell |
26,182
-671
| -2% | -$212K | 1.1% | 20 |
|
|
2024
Q4 | $7.62M | Buy |
26,853
+30
| +0.1% | +$8.73K | 0.86% | 32 |
|
|
2024
Q3 | $7.55M | Buy |
26,823
+11,176
| +71% | +$3.15M | 0.9% | 29 |
|
|
2024
Q2 | $4.06M | Sell |
15,647
-11,449
| -42% | -$2.84M | 0.87% | 30 |
|
|
2024
Q1 | $6.78M | Buy |
27,096
+474
| +2% | +$114K | 0.85% | 28 |
|
|
2023
Q4 | $5.99M | Sell |
26,622
-563
| -2% | -$133K | 0.79% | 30 |
|
|
2023
Q3 | $6.2M | Buy |
27,185
+147
| +0.5% | +$32.9K | 0.89% | 21 |
|
|
2023
Q2 | $5.94M | Buy |
+27,038
| New | +$5.63M | 0.87% | 25 |
|
|
2023
Q1 | – | Sell |
-28,216
| Closed | -$5.32M | – | 133 |
|
|
2022
Q4 | $5.32M | Sell |
28,216
-1,569
| -5% | -$293K | 1.95% | 12 |
|
|
2022
Q3 | $5.1M | Buy |
29,785
+15,314
| +106% | +$2.72M | 1% | 26 |
|
|
2022
Q2 | $2.36M | Sell |
14,471
-18,556
| -56% | -$3.08M | 1.09% | 25 |
|
|
2022
Q1 | $5.77M | Sell |
33,027
-360
| -1% | -$57.4K | 0.8% | 34 |
|
|
2021
Q4 | $5.67M | Buy |
33,387
+133
| +0.4% | +$21.7K | 0.72% | 44 |
|
|
2021
Q3 | $37K | Buy |
33,254
+269
| +0.8% | +$38.5K | 0.45% | 42 |
|
|
2021
Q2 | $4.62M | Buy |
32,985
+20
| +0.1% | +$2.83K | 0.58% | 47 |
|
|
2021
Q1 | $4.11M | Buy |
32,965
+105
| +0.3% | +$12.7K | 0.62% | 46 |
|
|
2020
Q4 | $4.07M | Sell |
32,860
-205
| -0.6% | -$23.3K | 0.55% | 48 |
|
|
2020
Q3 | $3.49M | Buy |
33,065
+1,371
| +4% | +$142K | 0.52% | 50 |
|
|
2020
Q2 | $3.09M | Buy |
31,694
+1,161
| +4% | +$103K | 0.55% | 48 |
|
|
2020
Q1 | $2.65M | Sell |
30,533
-9,549
| -24% | -$914K | 0.55% | 41 |
|
|
2019
Q4 | $3.88M | Buy |
40,082
+164
| +0.4% | +$15K | 0.64% | 45 |
|
|
2019
Q3 | $3.49M | Buy |
39,918
+5,203
| +15% | +$468K | 0.73% | 39 |
|
|
2019
Q2 | $3.15M | Buy |
34,715
+173
| +0.5% | +$14.4K | 0.68% | 37 |
|
|
2019
Q1 | $2.7M | Buy |
34,542
+436
| +1% | +$33.6K | 0.66% | 41 |
|
|
2018
Q4 | $2.41M | Sell |
34,106
-503
| -1% | -$37.6K | 0.72% | 36 |
|
|
2018
Q3 | $2.58M | Buy |
34,609
+587
| +2% | +$42.1K | 0.54% | 43 |
|
|
2018
Q2 | $2.42M | Sell |
34,022
-364
| -1% | -$24.6K | 0.56% | 47 |
|
|
2018
Q1 | $2.35M | Sell |
34,386
-4,325
| -11% | -$292K | 0.66% | 38 |
|
|
2017
Q4 | $2.46M | Sell |
38,711
-61
| -0.2% | -$3.9K | 0.62% | 44 |
|
|
2017
Q3 | $2.4M | Buy |
38,772
+1,516
| +4% | +$89.2K | 0.65% | 38 |
|
|
2017
Q2 | $2.21M | Buy |
37,256
+2,348
| +7% | +$133K | 0.7% | 32 |
|
|
2017
Q1 | $1.97M | Buy |
34,908
+1,070
| +3% | +$59K | 0.71% | 31 |
|
|
2016
Q4 | $1.78M | Buy |
+33,838
| New | +$1.7M | 0.69% | 32 |
|
Other funds holding AJG
Jackson Wealth Management's AJG Position: Q2 2026 in Review
Jackson Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 93% in Q2 2026, selling an estimated $5.25M and leaving 1,735 shares worth $398K. The position accounts for 0.23% of the portfolio, ranked #58.
Jackson Wealth Management first reported a position in AJG in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.04M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.
- Jackson Wealth Management held 1,735 shares of Arthur J. Gallagher & Co worth $398K as of Q2 2026.
- Jackson Wealth Management sold 24,724 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $5.25M.
- Arthur J. Gallagher & Co made up 0.23% of Jackson Wealth Management's portfolio in Q2 2026, its #58 holding.
- Jackson Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2016 and has held it in 38 quarters since.
- Jackson Wealth Management's Arthur J. Gallagher & Co position peaked at $9.04M in Q1 2025.
- 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.
Based on Jackson Wealth Management's 13F filing for Q2 2026, filed 20 Aug 2026.