JAG
AJG icon

Journey Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Journey Advisory Group’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 		$481K Sell
2,097
-13,733
-87% -$2.92M 0.04% 203
2026
Q1 		$3.43M Sell
15,830
-1,115
-7% -$258K 0.29% 86
2025
Q4 		$4.39M Sell
16,945
-1,958
-10% -$518K 0.37% 83
2025
Q3 		$5.85M Buy
18,903
+114
+0.6% +$34.4K 0.43% 58
2025
Q2 		$6.01M Buy
18,789
+194
+1% +$63.9K 0.47% 54
2025
Q1 		$6.42M Sell
18,595
-65
-0.3% -$20.5K 0.53% 48
2024
Q4 		$4.84M Hold
18,660
– – 0.58% 48
2024
Q3 		$4.84M Hold
18,660
– – 0.58% 48
2024
Q2 		$4.84M Buy
18,660
+1,013
+6% +$251K 0.58% 47
2024
Q1 		$4.41M Buy
17,647
+1,135
+7% +$273K 0.54% 53
2023
Q4 		$3.71M Sell
16,512
-149
-0.9% -$35.3K 0.51% 58
2023
Q3 		$3.8M Buy
16,661
+177
+1% +$39.6K 0.57% 51
2023
Q2 		$3.62M Buy
16,484
+1,872
+13% +$390K 0.54% 57
2023
Q1 		$2.8M Buy
+14,612
New +$2.77M 0.44% 67

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Journey Advisory Group's AJG Position: Q2 2026 in Review

Journey Advisory Group reduced its Arthur J. Gallagher & Co (AJG) stake by 87% in Q2 2026, selling an estimated $2.92M and leaving 2,097 shares worth $481K. The position accounts for 0.04% of the portfolio, ranked #203.

Journey Advisory Group first reported a position in AJG in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.42M in Q1 2025. 850 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Journey Advisory Group held 2,097 shares of Arthur J. Gallagher & Co worth $481K as of Q2 2026.
  • Journey Advisory Group sold 13,733 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.92M.
  • Arthur J. Gallagher & Co made up 0.04% of Journey Advisory Group's portfolio in Q2 2026, its #203 holding.
  • Journey Advisory Group first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 14 quarters since.
  • Journey Advisory Group's Arthur J. Gallagher & Co position peaked at $6.42M in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Journey Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.