Measured Wealth Private Client Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Measured Wealth Private Client Group’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	$126K	Buy	550 +1	+0.2%	+$212	0.03%	234
2026 Q1	$119K	Sell	549 -74	-12%	-$17.1K	0.03%	225
2025 Q4	$161K	Buy	623 +2	+0.3%	+$529	0.04%	215
2025 Q3	$192K	Buy	+621	New	+$187K	0.05%	184
2025 Q2	–	Sell	-605	Closed	-$209K	–	182
2025 Q1	$209K	Buy	+605	New	+$191K	0.07%	164
2018 Q4	–	Sell	-500	Closed	-$37K	–	121
2018 Q3	$37K	Buy	+500	New	+$35.8K	0.02%	414

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

Measured Wealth Private Client Group's AJG Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Arthur J. Gallagher & Co (AJG) stake by 0.18% in Q2 2026, buying an estimated $212 and bringing the position to 550 shares worth $126K. The position accounts for 0.03% of the portfolio, ranked #234.

Measured Wealth Private Client Group first reported a position in AJG in Q3 2018 and has held it in 6 quarters since. The position peaked at $209K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Measured Wealth Private Client Group held 550 shares of Arthur J. Gallagher & Co worth $126K as of Q2 2026.
Measured Wealth Private Client Group bought 1 Arthur J. Gallagher & Co share in Q2 2026, an estimated $212.
Arthur J. Gallagher & Co made up 0.03% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #234 holding.
Measured Wealth Private Client Group first reported a position in Arthur J. Gallagher & Co in Q3 2018 and has held it in 6 quarters since.
Measured Wealth Private Client Group's Arthur J. Gallagher & Co position peaked at $209K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.