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

NewEdge Wealth’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 Sell
1,286
-498
-28% -$106K ﹤0.01% 1041
2026
Q1 		$386K Sell
1,784
-2,196
-55% -$507K ﹤0.01% 892
2025
Q4 		$1.03M Sell
3,980
-8,931
-69% -$2.36M 0.01% 622
2025
Q3 		$3.2M Sell
12,911
-200
-2% -$60.3K 0.05% 295
2025
Q2 		$3.8M Sell
13,111
-998
-7% -$329K 0.06% 252
2025
Q1 		$4.87M Buy
14,109
+647
+5% +$204K 0.09% 192
2024
Q4 		$3.82M Buy
13,462
+416
+3% +$121K 0.07% 234
2024
Q3 		$3.67M Buy
13,046
+809
+7% +$228K 0.07% 252
2024
Q2 		$3.17M Buy
12,237
+2,780
+29% +$690K 0.07% 235
2024
Q1 		$2.26M Buy
9,457
+451
+5% +$108K 0.05% 304
2023
Q4 		$2.03M Buy
9,006
+525
+6% +$124K 0.05% 297
2023
Q3 		$1.93M Buy
+8,481
New +$1.9M 0.06% 263

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's AJG Position: Q2 2026 in Review

NewEdge Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 28% in Q2 2026, selling an estimated $106K and leaving 1,286 shares worth $295K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

NewEdge Wealth first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $4.87M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • NewEdge Wealth held 1,286 shares of Arthur J. Gallagher & Co worth $295K as of Q2 2026.
  • NewEdge Wealth sold 498 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $106K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1041 holding.
  • NewEdge Wealth first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
  • NewEdge Wealth's Arthur J. Gallagher & Co position peaked at $4.87M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.