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

Mowery & Schoenfeld 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 		$216K Sell
942
-72
-7% -$15.3K 0.29% 57
2026
Q1 		$220K Sell
1,014
-73
-7% -$16.9K 0.34% 50
2025
Q4 		$281K Sell
1,087
-116
-10% -$30.7K 0.41% 39
2025
Q3 		$373K Hold
1,203
– – 0.64% 31
2025
Q2 		$385K Sell
1,203
-60
-5% -$19.8K 0.58% 31
2025
Q1 		$436K Sell
1,263
-240
-16% -$75.8K 0.85% 29
2024
Q4 		$427K Sell
1,503
-97
-6% -$28.2K 0.83% 28
2024
Q3 		$450K Sell
1,600
-43
-3% -$12.1K 0.71% 23
2024
Q2 		$426K Hold
1,643
– – 0.61% 24
2024
Q1 		$411K Sell
1,643
-163
-9% -$39.2K 0.79% 21
2023
Q4 		$406K Buy
+1,806
New +$428K 0.82% 20

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

Mowery & Schoenfeld Wealth Management's AJG Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 7.1% in Q2 2026, selling an estimated $15.3K and leaving 942 shares worth $216K. The position accounts for 0.29% of the portfolio, ranked #57.

Mowery & Schoenfeld Wealth Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $450K in Q3 2024. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 942 shares of Arthur J. Gallagher & Co worth $216K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management sold 72 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $15.3K.
  • Arthur J. Gallagher & Co made up 0.29% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #57 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Arthur J. Gallagher & Co position peaked at $450K in Q3 2024.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.