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PDS Planning’s Arthur J. Gallagher & Co AJG Stock Holding History

PDS Planning’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 		$249K Buy
+1,086
New +$231K 0.01% 491
2026
Q1 		– Sell
-1,064
Closed -$275K – 563
2025
Q4 		$275K Sell
1,064
-58
-5% -$15.4K 0.02% 407
2025
Q3 		$348K Buy
1,122
+32
+3% +$9.65K 0.02% 333
2025
Q2 		$349K Buy
1,090
+47
+5% +$15.5K 0.03% 315
2025
Q1 		$360K Buy
1,043
+145
+16% +$45.8K 0.03% 279
2024
Q4 		$255K Buy
898
+23
+3% +$6.69K 0.02% 337
2024
Q3 		$246K Buy
875
+61
+7% +$17.2K 0.02% 355
2024
Q2 		$211K Buy
+814
New +$202K 0.02% 348

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

PDS Planning's AJG Position: Q2 2026 in Review

PDS Planning opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,086 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: PDS Planning previously reported a position in AJG as recently as Q4 2025.

PDS Planning first reported a position in AJG in Q2 2024 and has held it in 8 quarters since. The position peaked at $360K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • PDS Planning held 1,086 shares of Arthur J. Gallagher & Co worth $249K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new PDS Planning position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of PDS Planning's portfolio in Q2 2026, its #491 holding.
  • PDS Planning first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 8 quarters since.
  • PDS Planning's Arthur J. Gallagher & Co position peaked at $360K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.