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

Mission 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 		$568K Buy
2,473
+383
+18% +$81.3K 0.01% 644
2026
Q1 		$453K Sell
2,090
-379
-15% -$87.5K 0.01% 519
2025
Q4 		$639K Sell
2,469
-160
-6% -$42.4K 0.01% 432
2025
Q3 		$814K Buy
2,629
+996
+61% +$300K 0.02% 378
2025
Q2 		$523K Sell
1,633
-26
-2% -$8.57K 0.01% 467
2025
Q1 		$573K Buy
1,659
+46
+3% +$14.5K 0.01% 421
2024
Q4 		$458K Buy
1,613
+17
+1% +$4.95K 0.01% 441
2024
Q3 		$449K Buy
1,596
+88
+6% +$24.8K 0.01% 453
2024
Q2 		$391K Buy
1,508
+21
+1% +$5.21K 0.01% 470
2024
Q1 		$372K Buy
1,487
+82
+6% +$19.7K 0.01% 508
2023
Q4 		$316K Buy
1,405
+251
+22% +$59.5K 0.01% 460
2023
Q3 		$263K Buy
1,154
+1
+0.1% +$224 0.01% 464
2023
Q2 		$253K Buy
1,153
+28
+2% +$5.83K 0.01% 474
2023
Q1 		$215K Buy
1,125
+19
+2% +$3.6K 0.01% 493
2022
Q4 		$209K Buy
+1,106
New +$207K 0.01% 483

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

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

Mission Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 18% in Q2 2026, buying an estimated $81.3K and bringing the position to 2,473 shares worth $568K. The position accounts for 0.01% of the portfolio, ranked #644.

Mission Wealth Management first reported a position in AJG in Q4 2022 and has held it in 15 quarters since. The position peaked at $814K in Q3 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Mission Wealth Management held 2,473 shares of Arthur J. Gallagher & Co worth $568K as of Q2 2026.
  • Mission Wealth Management bought 383 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $81.3K.
  • Arthur J. Gallagher & Co made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Mission Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2022 and has held it in 15 quarters since.
  • Mission Wealth Management's Arthur J. Gallagher & Co position peaked at $814K in Q3 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.