Premier Path Wealth Partners
AJG icon

Premier Path Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Premier Path Wealth Partners’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
Q3 		$205K Buy
+899
New +$225K 0.02% 372
2025
Q4 		– Sell
-649
Closed -$201K – 395
2025
Q3 		$201K Sell
649
-132
-17% -$39.8K 0.03% 387
2025
Q2 		$250K Sell
781
-217
-22% -$71.5K 0.03% 346
2025
Q1 		$344K Buy
+998
New +$315K 0.05% 284

Other funds holding AJG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Premier Path Wealth Partners's AJG Position: Q3 2026 in Review

Premier Path Wealth Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 899 shares worth $205K. The stake represents 0.02% of the portfolio and ranks #372 among its holdings. This is a return to the name: Premier Path Wealth Partners previously reported a position in AJG as recently as Q3 2025.

Premier Path Wealth Partners first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. The position peaked at $344K in Q1 2025. 823 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Premier Path Wealth Partners held 899 shares of Arthur J. Gallagher & Co worth $205K as of Q3 2026.
  • Arthur J. Gallagher & Co was a new Premier Path Wealth Partners position in Q3 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Premier Path Wealth Partners's portfolio in Q3 2026, its #372 holding.
  • Premier Path Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • Premier Path Wealth Partners's Arthur J. Gallagher & Co position peaked at $344K in Q1 2025.
  • 823 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.