Legacy Capital Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Legacy Capital Wealth Partners’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	–	Sell	-934	Closed	-$202K	–	380
2026 Q1	$202K	Sell	934 -907	-49%	-$209K	0.04%	373
2025 Q4	$476K	Sell	1,841 -123	-6%	-$32.6K	0.1%	210
2025 Q3	$608K	Buy	1,964 +1	+0.1%	+$301	0.13%	166
2025 Q2	$628K	Sell	1,963 -52	-3%	-$17.1K	0.14%	155
2025 Q1	$696K	Buy	2,015 +104	+5%	+$32.9K	0.17%	125
2024 Q4	$542K	Buy	1,911 +43	+2%	+$12.5K	0.13%	157
2024 Q3	$526K	Sell	1,868 -54	-3%	-$15.2K	0.11%	188
2024 Q2	$498K	Buy	+1,922	New	+$477K	0.13%	162
2024 Q1	–	Sell	-1,568	Closed	-$353K	–	120
2023 Q4	$353K	Sell	1,568 -20	-1%	-$4.74K	0.1%	197
2023 Q3	$362K	Buy	+1,588	New	+$355K	0.1%	191
2023 Q2	–	Sell	-1,422	Closed	-$272K	–	47
2023 Q1	$272K	Buy	+1,422	New	+$270K	0.07%	203

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

Legacy Capital Wealth Partners's AJG Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 934 shares — an estimated $202K sold.

Legacy Capital Wealth Partners first reported a position in AJG in Q1 2023 and held it in 11 quarters. The position peaked at $696K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Legacy Capital Wealth Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Legacy Capital Wealth Partners sold 934 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $202K.
Legacy Capital Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2023 and held it in 11 quarters.
Legacy Capital Wealth Partners's Arthur J. Gallagher & Co position peaked at $696K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.