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

Marks Group 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 		$5.84M Sell
25,435
-4,524
-15% -$961K 0.51% 45
2026
Q1 		$6.49M Sell
29,959
-1,045
-3% -$241K 0.63% 50
2025
Q4 		$8.02M Buy
31,004
+2,575
+9% +$682K 0.77% 33
2025
Q3 		$8.81M Sell
28,429
-505
-2% -$152K 0.82% 41
2025
Q2 		$9.26M Sell
28,934
-37
-0.1% -$12.2K 0.86% 37
2025
Q1 		$10M Sell
28,971
-1,103
-4% -$348K 0.96% 18
2024
Q4 		$8.54M Sell
30,074
-472
-2% -$137K 0.84% 43
2024
Q3 		$8.59M Sell
30,546
-1,516
-5% -$428K 0.82% 48
2024
Q2 		$8.31M Sell
32,062
-860
-3% -$213K 0.88% 35
2024
Q1 		$8.23M Sell
32,922
-282
-0.8% -$67.8K 0.86% 40
2023
Q4 		$7.47M Sell
33,204
-820
-2% -$194K 0.85% 36
2023
Q3 		$7.76M Sell
34,024
-556
-2% -$124K 0.96% 20
2023
Q2 		$7.59M Sell
34,580
-1,268
-4% -$264K 0.9% 28
2023
Q1 		$6.86M Sell
35,848
-1,161
-3% -$220K 0.88% 37
2022
Q4 		$6.98M Sell
37,009
-720
-2% -$135K 0.95% 17
2022
Q3 		$6.46M Buy
37,729
+552
+1% +$98K 0.98% 19
2022
Q2 		$6.06M Sell
37,177
-4,248
-10% -$705K 0.87% 28
2022
Q1 		$7.23M Buy
41,425
+2,760
+7% +$440K 0.91% 23
2021
Q4 		$6.56M Sell
38,665
-2,688
-7% -$439K 0.8% 36
2021
Q3 		$6.16M Sell
41,353
-116
-0.3% -$16.6K 0.83% 35
2021
Q2 		$5.82M Sell
41,469
-2,298
-5% -$325K 0.8% 39
2021
Q1 		$5.43M Sell
43,767
-1,458
-3% -$176K 0.81% 45
2020
Q4 		$5.59M Sell
45,225
-284
-0.6% -$32.3K 0.87% 32
2020
Q3 		$4.8M Buy
45,509
+161
+0.4% +$16.7K 0.87% 34
2020
Q2 		$4.43M Buy
45,348
+22
+0% +$1.95K 0.9% 31
2020
Q1 		$3.69M Sell
45,326
-4,584
-9% -$439K 0.95% 31
2019
Q4 		$4.75M Buy
+49,910
New +$4.57M 0.94% 33

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

Marks Group Wealth Management's AJG Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 15% in Q2 2026, selling an estimated $961K and leaving 25,435 shares worth $5.84M. The position accounts for 0.51% of the portfolio, ranked #45.

Marks Group Wealth Management first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $10M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Marks Group Wealth Management held 25,435 shares of Arthur J. Gallagher & Co worth $5.84M as of Q2 2026.
  • Marks Group Wealth Management sold 4,524 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $961K.
  • Arthur J. Gallagher & Co made up 0.51% of Marks Group Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Marks Group Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • Marks Group Wealth Management's Arthur J. Gallagher & Co position peaked at $10M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.