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JFS Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

JFS Wealth Advisors’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 		$16.1K Sell
70
-2
-3% -$425 ﹤0.01% 827
2026
Q1 		$15.6K Sell
72
-24
-25% -$5.54K ﹤0.01% 803
2025
Q4 		$24.8K Buy
96
+22
+30% +$5.82K ﹤0.01% 687
2025
Q3 		$22.9K Hold
74
– – ﹤0.01% 669
2025
Q2 		$23.7K Sell
74
-18
-20% -$5.93K ﹤0.01% 622
2025
Q1 		$31.8K Buy
92
+10
+12% +$3.16K ﹤0.01% 557
2024
Q4 		$23.3K Hold
82
– – ﹤0.01% 606
2024
Q3 		$23.1K Buy
82
+2
+3% +$564 ﹤0.01% 611
2024
Q2 		$20.7K Sell
80
-44
-35% -$10.9K ﹤0.01% 596
2024
Q1 		$31K Sell
124
-5
-4% -$1.2K ﹤0.01% 524
2023
Q4 		$29K Buy
129
+13
+11% +$3.08K ﹤0.01% 508
2023
Q3 		$26.4K Buy
116
+2
+2% +$448 ﹤0.01% 483
2023
Q2 		$25K Hold
114
– – ﹤0.01% 490
2023
Q1 		$21.8K Sell
114
-4
-3% -$759 ﹤0.01% 517
2022
Q4 		$22.2K Buy
118
+1
+0.9% +$187 ﹤0.01% 513
2022
Q3 		$20K Buy
117
+7
+6% +$1.24K ﹤0.01% 565
2022
Q2 		$18K Buy
110
+20
+22% +$3.32K ﹤0.01% 600
2022
Q1 		$16K Buy
90
+26
+41% +$4.14K ﹤0.01% 655
2021
Q4 		$11K Buy
64
+22
+52% +$3.6K ﹤0.01% 670
2021
Q3 		$6K Hold
42
– – ﹤0.01% 694
2021
Q2 		$6K Hold
42
– – ﹤0.01% 480
2021
Q1 		$5K Hold
42
– – ﹤0.01% 464
2020
Q4 		$5K Hold
42
– – ﹤0.01% 464
2020
Q3 		$4K Hold
42
– – ﹤0.01% 455
2020
Q2 		$4K Hold
42
– – ﹤0.01% 435
2020
Q1 		$3K Hold
42
– – ﹤0.01% 413
2019
Q4 		$4K Buy
+42
New +$3.85K ﹤0.01% 413

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

JFS Wealth Advisors's AJG Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 2.8% in Q2 2026, selling an estimated $425 and leaving 70 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

JFS Wealth Advisors first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.8K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • JFS Wealth Advisors held 70 shares of Arthur J. Gallagher & Co worth $16.1K as of Q2 2026.
  • JFS Wealth Advisors sold 2 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $425.
  • Arthur J. Gallagher & Co made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #827 holding.
  • JFS Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • JFS Wealth Advisors's Arthur J. Gallagher & Co position peaked at $31.8K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.