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Legacy Wealth Management (Idaho)’s Arthur J. Gallagher & Co AJG Stock Holding History

Legacy Wealth Management (Idaho)’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
-21
Closed -$4.55K – 220
2026
Q1 		$4.55K Buy
21
+4
+24% +$924 ﹤0.01% 635
2025
Q4 		$4.4K Buy
+17
New +$4.5K ﹤0.01% 551

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 $3.37T AUM 44.26% 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

Legacy Wealth Management (Idaho)'s AJG Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 21 shares — an estimated $4.55K sold.

Legacy Wealth Management (Idaho) first reported a position in AJG in Q4 2025 and held it in 2 quarters. The position peaked at $4.55K in Q1 2026. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.55K.
  • Legacy Wealth Management (Idaho) first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Arthur J. Gallagher & Co position peaked at $4.55K in Q1 2026.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.