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

Perigon 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 		$627K Buy
2,733
+1,154
+73% +$245K 0.01% 777
2026
Q1 		$342K Buy
1,579
+214
+16% +$49.4K 0.01% 969
2025
Q4 		$353K Sell
1,365
-284
-17% -$75.2K 0.01% 953
2025
Q3 		$511K Buy
1,649
+24
+1% +$7.24K 0.01% 733
2025
Q2 		$520K Buy
1,625
+209
+15% +$68.9K 0.01% 658
2025
Q1 		$489K Sell
1,416
-5
-0.4% -$1.58K 0.01% 645
2024
Q4 		$420K Buy
1,421
+231
+19% +$67.2K 0.01% 691
2024
Q3 		$335K Buy
1,190
+73
+7% +$20.6K 0.01% 744
2024
Q2 		$290K Sell
1,117
-88
-7% -$21.8K 0.01% 702
2024
Q1 		$301K Buy
1,205
+111
+10% +$26.7K 0.01% 682
2023
Q4 		$246K Buy
1,094
+6
+0.6% +$1.42K 0.01% 730
2023
Q3 		$248K Buy
+1,088
New +$244K 0.01% 660
2021
Q1 		– Sell
-345
Closed -$43K – 501
2020
Q4 		$43K Buy
+345
New +$39.3K 0.01% 790

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

Perigon Wealth Management's AJG Position: Q2 2026 in Review

Perigon Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 73% in Q2 2026, buying an estimated $245K and bringing the position to 2,733 shares worth $627K. The position accounts for 0.01% of the portfolio, ranked #777.

Perigon Wealth Management first reported a position in AJG in Q4 2020 and has held it in 13 quarters since. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Perigon Wealth Management held 2,733 shares of Arthur J. Gallagher & Co worth $627K as of Q2 2026.
  • Perigon Wealth Management bought 1,154 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $245K.
  • Arthur J. Gallagher & Co made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #777 holding.
  • Perigon Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2020 and has held it in 13 quarters since.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.