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Kestra Private Wealth Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Kestra Private Wealth Services’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 		$1.82M Sell
7,939
-32
-0.4% -$6.79K 0.02% 636
2026
Q1 		$1.73M Buy
7,971
+5,710
+253% +$1.32M 0.02% 603
2025
Q4 		$585K Sell
2,261
-569
-20% -$151K 0.01% 1079
2025
Q3 		$877K Buy
2,830
+288
+11% +$86.8K 0.01% 840
2025
Q2 		$814K Sell
2,542
-70
-3% -$23.1K 0.01% 823
2025
Q1 		$902K Sell
2,612
-175
-6% -$55.3K 0.02% 718
2024
Q4 		$791K Buy
2,787
+417
+18% +$121K 0.01% 739
2024
Q3 		$667K Sell
2,370
-1,573
-40% -$444K 0.01% 764
2024
Q2 		$1.02M Sell
3,943
-704
-15% -$175K 0.02% 567
2024
Q1 		$1.16M Sell
4,647
-280
-6% -$67.3K 0.03% 515
2023
Q4 		$1.11M Buy
4,927
+2,251
+84% +$533K 0.03% 498
2023
Q3 		$610K Sell
2,676
-306
-10% -$68.5K 0.02% 603
2023
Q2 		$655K Buy
2,982
+1,468
+97% +$305K 0.02% 549
2023
Q1 		$290K Buy
1,514
+223
+17% +$42.3K 0.01% 791
2022
Q4 		$243K Sell
1,291
-580
-31% -$108K 0.01% 730
2022
Q3 		$320K Buy
1,871
+41
+2% +$7.28K 0.02% 627
2022
Q2 		$298K Buy
1,830
+177
+11% +$29.4K 0.02% 661
2022
Q1 		$289K Sell
1,653
-346
-17% -$55.2K 0.01% 759
2021
Q4 		$339K Sell
1,999
-542
-21% -$88.6K 0.02% 722
2021
Q3 		$378K Sell
2,541
-113
-4% -$16.2K 0.02% 623
2021
Q2 		$372K Sell
2,654
-937
-26% -$132K 0.02% 596
2021
Q1 		$448K Buy
3,591
+652
+22% +$78.7K 0.03% 479
2020
Q4 		$358K Buy
2,939
+543
+23% +$61.8K 0.03% 523
2020
Q3 		$253K Buy
+2,396
New +$249K 0.02% 534

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 $3.38T AUM 44.17% 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

Kestra Private Wealth Services's AJG Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Arthur J. Gallagher & Co (AJG) stake by 0.4% in Q2 2026, selling an estimated $6.79K and leaving 7,939 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #636.

Kestra Private Wealth Services first reported a position in AJG in Q3 2020 and has held it in 24 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Kestra Private Wealth Services held 7,939 shares of Arthur J. Gallagher & Co worth $1.82M as of Q2 2026.
  • Kestra Private Wealth Services sold 32 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.79K.
  • Arthur J. Gallagher & Co made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #636 holding.
  • Kestra Private Wealth Services first reported a position in Arthur J. Gallagher & Co in Q3 2020 and has held it in 24 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.