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Physician Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Physician Wealth Advisors’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 		$21.6K Buy
94
+11
+13% +$2.34K ﹤0.01% 641
2026
Q1 		$18K Buy
83
+34
+69% +$7.85K ﹤0.01% 651
2025
Q4 		$12.7K Sell
49
-48
-49% -$12.7K ﹤0.01% 698
2025
Q3 		$30K Buy
97
+87
+870% +$26.2K ﹤0.01% 482
2025
Q2 		$3.2K Buy
+10
New +$3.3K ﹤0.01% 903

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Physician Wealth Advisors's AJG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 13% in Q2 2026, buying an estimated $2.34K and bringing the position to 94 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Physician Wealth Advisors first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $30K in Q3 2025. 261 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Physician Wealth Advisors held 94 shares of Arthur J. Gallagher & Co worth $21.6K as of Q2 2026.
  • Physician Wealth Advisors bought 11 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.34K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #641 holding.
  • Physician Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • Physician Wealth Advisors's Arthur J. Gallagher & Co position peaked at $30K in Q3 2025.
  • 261 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.