Lake Street Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Lake Street Private Wealth’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	$318K	Hold	1,387	–	–	0.04%	221
2026 Q1	$300K	Hold	1,387	–	–	0.04%	212
2025 Q4	$359K	Hold	1,387	–	–	0.04%	205
2025 Q3	$430K	Hold	1,387	–	–	0.06%	188
2025 Q2	$444K	Sell	1,387 -50	-3%	-$16.5K	0.06%	170
2025 Q1	$496K	Sell	1,437 -175	-11%	-$55.3K	0.08%	156
2024 Q4	$458K	Buy	1,612 +175	+12%	+$50.9K	0.07%	157
2024 Q3	$404K	Sell	1,437 -375	-21%	-$106K	0.06%	186
2024 Q2	$470K	Hold	1,812	–	–	0.06%	229
2024 Q1	$453K	Sell	1,812 -30	-2%	-$7.21K	0.06%	226
2023 Q4	$414K	Sell	1,842 -17	-0.9%	-$4.03K	0.07%	227
2023 Q3	$429K	Hold	1,859	–	–	0.08%	200
2023 Q2	$408K	Sell	1,859 -31	-2%	-$6.45K	0.07%	200
2023 Q1	$362K	Sell	1,890 -30	-2%	-$5.69K	0.07%	210
2022 Q4	$362K	Sell	1,920 -43	-2%	-$8.04K	0.07%	206
2022 Q3	$336K	Sell	1,963 -115	-6%	-$20.4K	0.08%	208
2022 Q2	$339K	Hold	2,078	–	–	0.07%	220
2022 Q1	$363K	Hold	2,078	–	–	0.07%	222
2021 Q4	$353K	Buy	+2,078	New	+$340K	0.06%	234

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lake Street Private Wealth's AJG Position: Q2 2026 in Review

Lake Street Private Wealth held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,387 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #221.

Lake Street Private Wealth first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $496K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Lake Street Private Wealth held 1,387 shares of Arthur J. Gallagher & Co worth $318K as of Q2 2026.
Lake Street Private Wealth left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #221 holding.
Lake Street Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
Lake Street Private Wealth's Arthur J. Gallagher & Co position peaked at $496K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.