PS
AJG icon

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

Planning Strategies’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 		$23.4K Buy
+102
New +$21.7K 0.01% 227

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Planning Strategies's AJG Position: Q2 2026 in Review

Planning Strategies opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 102 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

1,220 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Planning Strategies held 102 shares of Arthur J. Gallagher & Co worth $23.4K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Planning Strategies position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Planning Strategies's portfolio in Q2 2026, its #227 holding.
  • 1,220 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.