Mosaic Family Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Mosaic Family Wealth Partners’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	$295K	Buy	+1,287	New	+$273K	0.02%	357

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

Mosaic Family Wealth Partners's AJG Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,287 shares worth $295K. The stake represents 0.02% of the portfolio and ranks #357 among its holdings.

1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Mosaic Family Wealth Partners held 1,287 shares of Arthur J. Gallagher & Co worth $295K as of Q2 2026.
Arthur J. Gallagher & Co was a new Mosaic Family Wealth Partners position in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #357 holding.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.