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

Legacy Wealth Management (Mississippi)’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 		$2.42M Sell
10,541
-2,950
-22% -$626K 0.62% 25
2026
Q1 		$2.92M Hold
13,491
– – 0.83% 25
2025
Q4 		$3.49M Buy
13,491
+3,008
+29% +$796K 0.93% 23
2025
Q3 		$3.25M Sell
10,483
-3,008
-22% -$907K 0.98% 24
2025
Q2 		$4.32M Sell
13,491
-820
-6% -$270K 1.31% 15
2025
Q1 		$4.94M Sell
14,311
-230
-2% -$72.7K 1.61% 13
2024
Q4 		$4.13M Sell
14,541
-770
-5% -$224K 1.64% 14
2024
Q3 		$4.31M Sell
15,311
-150
-1% -$42.3K 1.58% 16
2024
Q2 		$4.01M Sell
15,461
-350
-2% -$86.8K 1.69% 15
2024
Q1 		$3.95M Sell
15,811
-40
-0.3% -$9.62K 1.78% 13
2023
Q4 		$3.56M Hold
15,851
– – 1.72% 12
2023
Q3 		$3.61M Sell
15,851
-120
-0.8% -$26.9K 1.88% 10
2023
Q2 		$3.51M Hold
15,971
– – 1.76% 10
2023
Q1 		$3.06M Hold
15,971
– – 1.69% 13
2022
Q4 		$3.01M Sell
15,971
-110
-0.7% -$20.6K 1.78% 12
2022
Q3 		$2.75M Sell
16,081
-830
-5% -$147K 1.86% 11
2022
Q2 		$2.76M Hold
16,911
– – 1.68% 13
2022
Q1 		$2.95M Buy
16,911
+31
+0.2% +$4.94K 1.54% 14
2021
Q4 		$2.86M Buy
16,880
+24
+0.1% +$3.92K 1.47% 11
2021
Q3 		$2.51M Sell
16,856
-30
-0.2% -$4.29K 1.34% 21
2021
Q2 		$2.37M Sell
16,886
-632
-4% -$89.3K 1.31% 19
2021
Q1 		$2.19M Buy
17,518
+650
+4% +$78.4K 1.32% 19
2020
Q4 		$2.09M Sell
16,868
-1,380
-8% -$157K 1.32% 20
2020
Q3 		$1.93M Buy
18,248
+282
+2% +$29.3K 1.33% 19
2020
Q2 		$1.75M Buy
17,966
+300
+2% +$26.6K 1.34% 18
2020
Q1 		$1.44M Buy
17,666
+7,231
+69% +$692K 1.34% 19
2019
Q4 		$994K Buy
+10,435
New +$956K 0.87% 32

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) reduced its Arthur J. Gallagher & Co (AJG) stake by 22% in Q2 2026, selling an estimated $626K and leaving 10,541 shares worth $2.42M. The position accounts for 0.62% of the portfolio, ranked #25.

Legacy Wealth Management (Mississippi) first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $4.94M in Q1 2025. 375 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 10,541 shares of Arthur J. Gallagher & Co worth $2.42M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 2,950 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $626K.
  • Arthur J. Gallagher & Co made up 0.62% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #25 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Arthur J. Gallagher & Co position peaked at $4.94M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.