Plante Moran Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Plante Moran Financial 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	$689	Buy	+3	New	+$637	﹤0.01%	1022
2024 Q1	–	Sell	-10	Closed	-$2.25K	–	844
2023 Q4	$2.25K	Buy	+10	New	+$2.37K	﹤0.01%	713
2023 Q1	–	Sell	-67	Closed	-$12.6K	–	791
2022 Q4	$12.6K	Buy	+67	New	+$12.5K	﹤0.01%	543
2022 Q3	–	Sell	-39	Closed	-$6K	–	845
2022 Q2	$6K	Buy	+39	New	+$6.47K	﹤0.01%	674
2022 Q1	–	Sell	-41	Closed	-$7K	–	798
2021 Q4	$7K	Buy	41 +16	+64%	+$2.62K	﹤0.01%	747
2021 Q3	$4K	Hold	25	–	–	﹤0.01%	799
2021 Q2	$4K	Hold	25	–	–	﹤0.01%	807
2021 Q1	$3K	Hold	25	–	–	﹤0.01%	842
2020 Q4	$3K	Buy	+25	New	+$2.85K	﹤0.01%	736
2016 Q1	–	Sell	-730	Closed	-$30K	–	851
2015 Q4	$30K	Buy	+730	New	+$31.4K	0.02%	383

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Plante Moran Financial Advisors's AJG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 3 shares worth $689. The stake represents ﹤0.01% of the portfolio and ranks #1022 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in AJG as recently as Q4 2023.

Plante Moran Financial Advisors first reported a position in AJG in Q4 2015 and has held it in 10 quarters since. The position peaked at $30K in Q4 2015. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Plante Moran Financial Advisors held 3 shares of Arthur J. Gallagher & Co worth $689 as of Q2 2026.
Arthur J. Gallagher & Co was a new Plante Moran Financial Advisors position in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1022 holding.
Plante Moran Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2015 and has held it in 10 quarters since.
Plante Moran Financial Advisors's Arthur J. Gallagher & Co position peaked at $30K in Q4 2015.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.