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

McGlone Suttner 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 		$403K Sell
1,757
-14
-0.8% -$2.97K 0.05% 147
2026
Q1 		$384K Buy
1,771
+15
+0.9% +$3.46K 0.05% 139
2025
Q4 		$454K Sell
1,756
-15
-0.8% -$3.97K 0.06% 124
2025
Q3 		$549K Buy
1,771
+1
+0.1% +$301 0.08% 111
2025
Q2 		$567K Buy
1,770
+22
+1% +$7.25K 0.09% 104
2025
Q1 		$603K Sell
1,748
-922
-35% -$291K 0.1% 94
2024
Q4 		$758K Buy
2,670
+87
+3% +$25.3K 0.13% 76
2024
Q3 		$727K Buy
2,583
+297
+13% +$83.8K 0.15% 76
2024
Q2 		$514K Sell
2,286
-273
-11% -$67.7K 0.11% 82
2024
Q1 		$640K Buy
2,559
+273
+12% +$65.6K 0.12% 78
2023
Q4 		$514K Buy
2,286
+88
+4% +$20.8K 0.1% 82
2023
Q3 		$501K Buy
2,198
+122
+6% +$27.3K 0.12% 73
2023
Q2 		$456K Buy
2,076
+192
+10% +$40K 0.1% 83
2023
Q1 		$361K Buy
1,884
+140
+8% +$26.6K 0.09% 88
2022
Q4 		$329K Buy
+1,744
New +$326K 0.1% 92

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

McGlone Suttner Wealth Management's AJG Position: Q2 2026 in Review

McGlone Suttner Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.79% in Q2 2026, selling an estimated $2.97K and leaving 1,757 shares worth $403K. The position accounts for 0.05% of the portfolio, ranked #147.

McGlone Suttner Wealth Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $758K in Q4 2024. 392 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • McGlone Suttner Wealth Management held 1,757 shares of Arthur J. Gallagher & Co worth $403K as of Q2 2026.
  • McGlone Suttner Wealth Management sold 14 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.97K.
  • Arthur J. Gallagher & Co made up 0.05% of McGlone Suttner Wealth Management's portfolio in Q2 2026, its #147 holding.
  • McGlone Suttner Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • McGlone Suttner Wealth Management's Arthur J. Gallagher & Co position peaked at $758K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.