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

Parkworth 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
2025
Q2 		$1.6K Buy
5
+2
+67% +$659 ﹤0.01% 301
2025
Q1 		$1.04K Hold
3
– – ﹤0.01% 253
2024
Q4 		$852 Buy
+3
New +$873 ﹤0.01% 316

Other funds holding AJG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Parkworth Wealth Management's AJG Position: Q2 2025 in Review

Parkworth Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 67% in Q2 2025, buying an estimated $659 and bringing the position to 5 shares worth $1.6K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Parkworth Wealth Management first reported a position in AJG in Q4 2024 and has held it in 3 quarters since. 1,378 funds tracked by Wall St. Rank hold AJG as of Q2 2025.

  • Parkworth Wealth Management held 5 shares of Arthur J. Gallagher & Co worth $1.6K as of Q2 2025.
  • Parkworth Wealth Management bought 2 Arthur J. Gallagher & Co shares in Q2 2025, an estimated $659.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #301 holding.
  • Parkworth Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 3 quarters since.
  • 1,378 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.