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

Master's 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	$289K	Sell	1,257 -739	-37%	-$157K	0.09%	62
2026 Q1	$432K	Sell	1,996 -1,121	-36%	-$259K	0.15%	44
2025 Q4	$807K	Buy	3,117 +185	+6%	+$49K	0.29%	23
2025 Q3	$908K	Buy	2,932 +17	+0.6%	+$5.13K	0.39%	15
2025 Q2	$933K	Buy	2,915 +29	+1%	+$9.56K	0.44%	14
2025 Q1	$997K	Sell	2,886 -24	-0.8%	-$7.58K	0.52%	13
2024 Q4	$826K	Buy	+2,910	New	+$847K	0.44%	14

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

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

Master's Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 37% in Q2 2026, selling an estimated $157K and leaving 1,257 shares worth $289K. The position accounts for 0.09% of the portfolio, ranked #62.

Master's Wealth Management first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $997K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Master's Wealth Management held 1,257 shares of Arthur J. Gallagher & Co worth $289K as of Q2 2026.
Master's Wealth Management sold 739 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $157K.
Arthur J. Gallagher & Co made up 0.09% of Master's Wealth Management's portfolio in Q2 2026, its #62 holding.
Master's Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
Master's Wealth Management's Arthur J. Gallagher & Co position peaked at $997K in Q1 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Master's Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.