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Moss Adams Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Moss Adams Wealth Advisors’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 		$223K Buy
+970
New +$206K 0.01% 273
2025
Q4 		– Sell
-648
Closed -$201K – 264
2025
Q3 		$201K Buy
+648
New +$195K 0.02% 248

Other funds holding AJG

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 22.94% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Moss Adams Wealth Advisors's AJG Position: Q2 2026 in Review

Moss Adams Wealth Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 970 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Moss Adams Wealth Advisors previously reported a position in AJG as recently as Q3 2025.

Moss Adams Wealth Advisors first reported a position in AJG in Q3 2025 and has held it in 2 quarters since. 543 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Moss Adams Wealth Advisors held 970 shares of Arthur J. Gallagher & Co worth $223K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Moss Adams Wealth Advisors position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #273 holding.
  • Moss Adams Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 2 quarters since.
  • 543 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.