JPL 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
$75.5K Sell
329
-13
-4% -$2.76K 0.02% 203
2026
Q1
$74.1K Buy
+342
New +$79K 0.02% 189
2025
Q4
Sell
-318
Closed -$98.5K 148
2025
Q3
$98.5K Buy
+318
New +$95.9K 0.02% 172

Other funds holding AJG

JPL Wealth Management's AJG Position: Q2 2026 in Review

JPL Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 3.8% in Q2 2026, selling an estimated $2.76K and leaving 329 shares worth $75.5K. The position accounts for 0.02% of the portfolio, ranked #203.

JPL Wealth Management first reported a position in AJG in Q3 2025 and has held it in 3 quarters since. The position peaked at $98.5K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • JPL Wealth Management held 329 shares of Arthur J. Gallagher & Co worth $75.5K as of Q2 2026.
  • JPL Wealth Management sold 13 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.76K.
  • Arthur J. Gallagher & Co made up 0.02% of JPL Wealth Management's portfolio in Q2 2026, its #203 holding.
  • JPL Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Arthur J. Gallagher & Co position peaked at $98.5K in Q3 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.