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Timothy G. Youngquist 2020 Irrevocable Trust’s Arthur J. Gallagher & Co AJG Stock Holding History

Timothy G. Youngquist 2020 Irrevocable Trust’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
-92
Closed -$19.9K – 132
2026
Q1 		$19.9K Buy
+92
New +$21.2K 0.01% 314

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Timothy G. Youngquist 2020 Irrevocable Trust's AJG Position: Q2 2026 in Review

Timothy G. Youngquist 2020 Irrevocable Trust sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 92 shares — an estimated $19.9K sold.

Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $19.9K in Q1 2026. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Timothy G. Youngquist 2020 Irrevocable Trust reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust sold 92 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $19.9K.
  • Timothy G. Youngquist 2020 Irrevocable Trust first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
  • Timothy G. Youngquist 2020 Irrevocable Trust's Arthur J. Gallagher & Co position peaked at $19.9K in Q1 2026.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Timothy G. Youngquist 2020 Irrevocable Trust's 13F filing for Q2 2026, filed 7 Aug 2026.