MPWM Advisory Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

MPWM Advisory Solutions’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	–	Sell	-12	Closed	-$2.6K	–	573
2026 Q1	$2.6K	Hold	12	–	–	﹤0.01%	464
2025 Q4	$3.1K	Hold	12	–	–	﹤0.01%	419
2025 Q3	$3.72K	Hold	12	–	–	﹤0.01%	378
2025 Q2	$3.84K	Sell	12 -45	-79%	-$14.8K	﹤0.01%	385
2025 Q1	$19.7K	Hold	57	–	–	0.01%	237
2024 Q4	$16.2K	Buy	+57	New	+$16.6K	0.01%	273

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

MPWM Advisory Solutions's AJG Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 12 shares — an estimated $2.6K sold.

MPWM Advisory Solutions first reported a position in AJG in Q4 2024 and held it in 6 quarters. The position peaked at $19.7K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

MPWM Advisory Solutions reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
MPWM Advisory Solutions sold 12 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.6K.
MPWM Advisory Solutions first reported a position in Arthur J. Gallagher & Co in Q4 2024 and held it in 6 quarters.
MPWM Advisory Solutions's Arthur J. Gallagher & Co position peaked at $19.7K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.