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Personal CFO Solutions’s Arthur J. Gallagher & Co AJG Stock Holding History

Personal CFO Solutions’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 		$490K Sell
2,134
-376
-15% -$79.8K 0.07% 254
2026
Q1 		$544K Buy
2,510
+271
+12% +$62.6K 0.08% 236
2025
Q4 		$579K Buy
2,239
+170
+8% +$45K 0.09% 208
2025
Q3 		$641K Sell
2,069
-31
-1% -$9.35K 0.11% 186
2025
Q2 		$672K Sell
2,100
-60
-3% -$19.8K 0.12% 173
2025
Q1 		$746K Buy
2,160
+346
+19% +$109K 0.15% 148
2024
Q4 		$515K Buy
1,814
+239
+15% +$69.6K 0.1% 199
2024
Q3 		$443K Sell
1,575
-117
-7% -$33K 0.06% 291
2024
Q2 		$439K Sell
1,692
-8
-0.5% -$1.99K 0.07% 278
2024
Q1 		$425K Sell
1,700
-31
-2% -$7.45K 0.07% 295
2023
Q4 		$389K Buy
1,731
+120
+7% +$28.4K 0.07% 299
2023
Q3 		$367K Sell
1,611
-15
-0.9% -$3.36K 0.07% 275
2023
Q2 		$357K Sell
1,626
-72
-4% -$15K 0.07% 289
2023
Q1 		$325K Buy
1,698
+74
+5% +$14K 0.07% 288
2022
Q4 		$306K Buy
1,624
+127
+8% +$23.8K 0.06% 288
2022
Q3 		$256K Buy
+1,497
New +$266K 0.06% 287

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

Personal CFO Solutions's AJG Position: Q2 2026 in Review

Personal CFO Solutions reduced its Arthur J. Gallagher & Co (AJG) stake by 15% in Q2 2026, selling an estimated $79.8K and leaving 2,134 shares worth $490K. The position accounts for 0.07% of the portfolio, ranked #254.

Personal CFO Solutions first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $746K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Personal CFO Solutions held 2,134 shares of Arthur J. Gallagher & Co worth $490K as of Q2 2026.
  • Personal CFO Solutions sold 376 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $79.8K.
  • Arthur J. Gallagher & Co made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #254 holding.
  • Personal CFO Solutions first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Personal CFO Solutions's Arthur J. Gallagher & Co position peaked at $746K in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.