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LongView Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

LongView Wealth Management’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
-967
Closed -$213K – 228
2026
Q1 		$213K Buy
967
+4
+0.4% +$924 0.05% 238
2025
Q4 		$255K Buy
963
+2
+0.2% +$529 0.06% 223
2025
Q3 		$298K Buy
961
+2
+0.2% +$603 0.08% 179
2025
Q2 		$307K Sell
959
-41
-4% -$13.5K 0.09% 165
2025
Q1 		$345K Sell
1,000
-3
-0.3% -$948 0.1% 151
2024
Q4 		$285K Buy
1,003
+2
+0.2% +$582 0.09% 168
2024
Q3 		$282K Buy
1,001
+2
+0.2% +$564 0.09% 167
2024
Q2 		$259K Hold
999
– – 0.1% 161
2024
Q1 		$250K Sell
999
-19
-2% -$4.57K 0.1% 156
2023
Q4 		$230K Buy
+1,018
New +$241K 0.1% 159

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

LongView Wealth Management's AJG Position: Q2 2026 in Review

LongView Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 967 shares — an estimated $213K sold.

LongView Wealth Management first reported a position in AJG in Q4 2023 and held it in 10 quarters. The position peaked at $345K in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • LongView Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • LongView Wealth Management sold 967 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $213K.
  • LongView Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and held it in 10 quarters.
  • LongView Wealth Management's Arthur J. Gallagher & Co position peaked at $345K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.