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

Modera 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 		$319K Sell
1,389
-107
-7% -$22.7K ﹤0.01% 534
2026
Q1 		$324K Sell
1,496
-53
-3% -$12.2K ﹤0.01% 524
2025
Q4 		$401K Buy
1,549
+61
+4% +$16.1K ﹤0.01% 494
2025
Q3 		$461K Sell
1,488
-38
-2% -$11.5K 0.01% 471
2025
Q2 		$488K Buy
1,526
+20
+1% +$6.59K 0.01% 454
2025
Q1 		$520K Sell
1,506
-52
-3% -$16.4K 0.01% 427
2024
Q4 		$442K Buy
1,558
+71
+5% +$20.7K 0.01% 461
2024
Q3 		$418K Buy
1,487
+211
+17% +$59.5K 0.01% 437
2024
Q2 		$331K Buy
1,276
+30
+2% +$7.44K ﹤0.01% 461
2024
Q1 		$312K Buy
1,246
+120
+11% +$28.8K ﹤0.01% 474
2023
Q4 		$253K Buy
1,126
+28
+3% +$6.63K ﹤0.01% 495
2023
Q3 		$250K Buy
1,098
+3
+0.3% +$671 ﹤0.01% 484
2023
Q2 		$240K Buy
+1,095
New +$228K ﹤0.01% 500
2022
Q1 		– Sell
-1,408
Closed -$239K – 359
2021
Q4 		$239K Buy
+1,408
New +$230K 0.01% 502
2021
Q1 		– Sell
-1,822
Closed -$226K – 228
2020
Q4 		$226K Buy
+1,822
New +$207K 0.02% 212

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Modera Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 7.2% in Q2 2026, selling an estimated $22.7K and leaving 1,389 shares worth $319K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Modera Wealth Management first reported a position in AJG in Q4 2020 and has held it in 15 quarters since. The position peaked at $520K in Q1 2025. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Modera Wealth Management held 1,389 shares of Arthur J. Gallagher & Co worth $319K as of Q2 2026.
  • Modera Wealth Management sold 107 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $22.7K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Modera Wealth Management's portfolio in Q2 2026, its #534 holding.
  • Modera Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 15 quarters since.
  • Modera Wealth Management's Arthur J. Gallagher & Co position peaked at $520K in Q1 2025.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.