Live Oak Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Live Oak 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	$508K	Sell	2,215 -30	-1%	-$6.37K	0.06%	146
2026 Q1	$486K	Sell	2,245 -78	-3%	-$18K	0.07%	139
2025 Q4	$601K	Hold	2,323	–	–	0.08%	118
2025 Q3	$720K	Sell	2,323 -31	-1%	-$9.35K	0.1%	112
2025 Q2	$754K	Buy	2,354 +10	+0.4%	+$3.3K	0.11%	113
2025 Q1	$809K	Hold	2,344	–	–	0.13%	106
2024 Q4	$665K	Buy	2,344 +129	+6%	+$37.5K	0.11%	107
2024 Q3	$623K	Hold	2,215	–	–	0.1%	107
2024 Q2	$574K	Hold	2,215	–	–	0.1%	108
2024 Q1	$554K	Hold	2,215	–	–	0.1%	110
2023 Q4	$498K	Buy	2,215 +200	+10%	+$47.4K	0.09%	109
2023 Q3	$459K	Hold	2,015	–	–	0.1%	104
2023 Q2	$442K	Hold	2,015	–	–	0.09%	108
2023 Q1	$385K	Hold	2,015	–	–	0.08%	118
2022 Q4	$380K	Sell	2,015 -385	-16%	-$72K	0.08%	122
2022 Q3	$411K	Hold	2,400	–	–	0.09%	122
2022 Q2	$391K	Hold	2,400	–	–	0.08%	127
2022 Q1	$419K	Hold	2,400	–	–	0.08%	127
2021 Q4	$407K	Hold	2,400	–	–	0.08%	135
2021 Q3	$357K	Hold	2,400	–	–	0.07%	140
2021 Q2	$336K	Hold	2,400	–	–	0.07%	133
2021 Q1	$299K	Hold	2,400	–	–	0.07%	131
2020 Q4	$297K	Hold	2,400	–	–	0.08%	123
2020 Q3	$253K	Sell	2,400 -383	-14%	-$39.7K	0.09%	117
2020 Q2	$271K	Sell	2,783 -300	-10%	-$26.6K	0.1%	113
2020 Q1	$251K	Buy	+3,083	New	+$295K	0.26%	61

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

Live Oak Private Wealth's AJG Position: Q2 2026 in Review

Live Oak Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 1.3% in Q2 2026, selling an estimated $6.37K and leaving 2,215 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #146.

Live Oak Private Wealth first reported a position in AJG in Q1 2020 and has held it in 26 quarters since. The position peaked at $809K in Q1 2025. 1,289 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Live Oak Private Wealth held 2,215 shares of Arthur J. Gallagher & Co worth $508K as of Q2 2026.
Live Oak Private Wealth sold 30 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.37K.
Arthur J. Gallagher & Co made up 0.06% of Live Oak Private Wealth's portfolio in Q2 2026, its #146 holding.
Live Oak Private Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2020 and has held it in 26 quarters since.
Live Oak Private Wealth's Arthur J. Gallagher & Co position peaked at $809K in Q1 2025.
1,289 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.