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Pinnacle Wealth Planning Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Pinnacle Wealth Planning Services’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 		$1.56M Sell
6,783
-16
-0.2% -$3.4K 0.15% 92
2026
Q1 		$1.47M Buy
6,799
+575
+9% +$133K 0.15% 80
2025
Q4 		$1.61M Sell
6,224
-820
-12% -$217K 0.17% 67
2025
Q3 		$2.18M Sell
7,044
-366
-5% -$110K 0.26% 53
2025
Q2 		$2.37M Buy
7,410
+284
+4% +$93.6K 0.31% 41
2025
Q1 		$2.46M Sell
7,126
-842
-11% -$266K 0.37% 41
2024
Q4 		$2.26M Sell
7,968
-460
-5% -$134K 0.34% 41
2024
Q3 		$2.37M Sell
8,428
-158
-2% -$44.6K 0.32% 46
2024
Q2 		$2.23M Buy
8,586
+139
+2% +$34.5K 0.32% 49
2024
Q1 		$2.11M Sell
8,447
-2,021
-19% -$486K 0.31% 52
2023
Q4 		$2.35M Sell
10,468
-88
-0.8% -$20.8K 0.37% 41
2023
Q3 		$2.41M Sell
10,556
-123
-1% -$27.5K 0.4% 41
2023
Q2 		$2.34M Sell
10,679
-439
-4% -$91.4K 0.38% 42
2023
Q1 		$2.13M Sell
11,118
-337
-3% -$63.9K 0.35% 47
2022
Q4 		$2.16M Buy
11,455
+336
+3% +$62.8K 0.38% 44
2022
Q3 		$1.9M Sell
11,119
-450
-4% -$79.9K 0.35% 50
2022
Q2 		$1.89M Buy
11,569
+515
+5% +$85.5K 0.34% 51
2022
Q1 		$1.93M Sell
11,054
-12
-0.1% -$1.91K 0.35% 49
2021
Q4 		$1.88M Sell
11,066
-22
-0.2% -$3.6K 0.37% 55
2021
Q3 		$1.65M Sell
11,088
-52
-0.5% -$7.44K 0.36% 56
2021
Q2 		$1.56M Sell
11,140
-7
-0.1% -$989 0.36% 55
2021
Q1 		$1.39M Buy
11,147
+8,792
+373% +$1.06M 0.36% 58
2020
Q4 		$292K Buy
2,355
+44
+2% +$5.01K 0.07% 202
2020
Q3 		$244K Sell
2,311
-6
-0.3% -$622 0.08% 195
2020
Q2 		$225K Buy
+2,317
New +$205K 0.07% 202
2020
Q1 		– Sell
-20,767
Closed -$1.98M – 237
2019
Q4 		$1.98M Buy
+20,767
New +$1.9M 0.93% 19

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

Pinnacle Wealth Planning Services's AJG Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Arthur J. Gallagher & Co (AJG) stake by 0.24% in Q2 2026, selling an estimated $3.4K and leaving 6,783 shares worth $1.56M. The position accounts for 0.15% of the portfolio, ranked #92.

Pinnacle Wealth Planning Services first reported a position in AJG in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.46M in Q1 2025. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Pinnacle Wealth Planning Services held 6,783 shares of Arthur J. Gallagher & Co worth $1.56M as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 16 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.4K.
  • Arthur J. Gallagher & Co made up 0.15% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #92 holding.
  • Pinnacle Wealth Planning Services first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 26 quarters since.
  • Pinnacle Wealth Planning Services's Arthur J. Gallagher & Co position peaked at $2.46M in Q1 2025.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.