Paragon Private Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Paragon Private 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	–	Sell	-2,078	Closed	-$450K	–	229
2026 Q1	$450K	Sell	2,078 -210	-9%	-$48.5K	0.14%	145
2025 Q4	$592K	Sell	2,288 -331	-13%	-$87.6K	0.18%	126
2025 Q3	$811K	Buy	2,619 +904	+53%	+$273K	0.27%	110
2025 Q2	$549K	Buy	1,715 +409	+31%	+$135K	0.22%	123
2025 Q1	$451K	Buy	1,306 +339	+35%	+$107K	0.21%	124
2024 Q4	$275K	Buy	967 +198	+26%	+$57.6K	0.13%	145
2024 Q3	$216K	Buy	+769	New	+$217K	0.11%	156

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

Paragon Private Wealth Management's AJG Position: Q2 2026 in Review

Paragon Private Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 2,078 shares — an estimated $450K sold.

Paragon Private Wealth Management first reported a position in AJG in Q3 2024 and held it in 7 quarters. The position peaked at $811K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Paragon Private Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Paragon Private Wealth Management sold 2,078 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $450K.
Paragon Private Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2024 and held it in 7 quarters.
Paragon Private Wealth Management's Arthur J. Gallagher & Co position peaked at $811K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Paragon Private Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.