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

Obermeyer 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	$392K	Hold	1,708	–	–	0.02%	207
2026 Q1	$370K	Sell	1,708 -32	-2%	-$7.39K	0.02%	202
2025 Q4	$450K	Sell	1,740 -21	-1%	-$5.56K	0.02%	183
2025 Q3	$545K	Buy	1,761 +21	+1%	+$6.33K	0.03%	158
2025 Q2	$557K	Sell	1,740 -1	-0.1%	-$330	0.03%	150
2025 Q1	$601K	Sell	1,741 -62	-3%	-$19.6K	0.03%	132
2024 Q4	$512K	Buy	1,803 +66	+4%	+$19.2K	0.03%	148
2024 Q3	$489K	Hold	1,737	–	–	0.03%	154
2024 Q2	$450K	Hold	1,737	–	–	0.03%	155
2024 Q1	$434K	Buy	1,737 +5	+0.3%	+$1.2K	0.03%	151
2023 Q4	$389K	Hold	1,732	–	–	0.03%	139
2023 Q3	$395K	Hold	1,732	–	–	0.03%	126
2023 Q2	$380K	Hold	1,732	–	–	0.03%	140
2023 Q1	$331K	Hold	1,732	–	–	0.02%	145
2022 Q4	$327K	Hold	1,732	–	–	0.02%	152
2022 Q3	$297K	Hold	1,732	–	–	0.02%	148
2022 Q2	$282K	Hold	1,732	–	–	0.02%	152
2022 Q1	$302K	Hold	1,732	–	–	0.02%	174
2021 Q4	$294K	Buy	1,732 +32	+2%	+$5.23K	0.02%	177
2021 Q3	$253K	Hold	1,700	–	–	0.01%	183
2021 Q2	$238K	Hold	1,700	–	–	0.01%	187
2021 Q1	$212K	Buy	+1,700	New	+$205K	0.01%	188

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

Obermeyer Wealth Partners's AJG Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,708 shares worth $392K. The position accounts for 0.02% of the portfolio, ranked #207.

Obermeyer Wealth Partners first reported a position in AJG in Q1 2021 and has held it in 22 quarters since. The position peaked at $601K in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Obermeyer Wealth Partners held 1,708 shares of Arthur J. Gallagher & Co worth $392K as of Q2 2026.
Obermeyer Wealth Partners left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #207 holding.
Obermeyer Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 22 quarters since.
Obermeyer Wealth Partners's Arthur J. Gallagher & Co position peaked at $601K in Q1 2025.
1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.