PWMG
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Prestige Wealth Management Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Prestige Wealth Management Group’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 		$30.8K Hold
134
– – 0.01% 314
2026
Q1 		$29K Sell
134
-1
-0.7% -$231 0.01% 305
2025
Q4 		$34.9K Hold
135
– – 0.01% 291
2025
Q3 		$41.8K Hold
135
– – 0.01% 283
2025
Q2 		$43.2K Hold
135
– – 0.01% 273
2025
Q1 		$46.6K Hold
135
– – 0.01% 256
2024
Q4 		$38.3K Hold
135
– – 0.01% 286
2024
Q3 		$38K Hold
135
– – 0.01% 272
2024
Q2 		$35K Sell
135
-41
-23% -$10.2K 0.01% 259
2024
Q1 		$44K Hold
176
– – 0.01% 268
2023
Q4 		$39.6K Hold
176
– – 0.01% 265
2023
Q3 		$40.1K Buy
176
+1
+0.6% +$224 0.01% 260
2023
Q2 		$38.4K Sell
175
-1
-0.6% -$208 0.01% 287
2023
Q1 		$33.7K Buy
176
+16
+10% +$3.04K 0.01% 273
2022
Q4 		$30.2K Sell
160
-26
-14% -$4.86K 0.01% 304
2022
Q3 		$32K Sell
186
-11
-6% -$1.95K 0.01% 262
2022
Q2 		$32K Buy
197
+20
+11% +$3.32K 0.01% 268
2022
Q1 		$31K Buy
177
+5
+3% +$797 0.01% 283
2021
Q4 		$29K Sell
172
-2
-1% -$327 0.01% 318
2021
Q3 		$26K Hold
174
– – 0.01% 330
2021
Q2 		$24K Sell
174
-1
-0.6% -$141 0.01% 328
2021
Q1 		$22K Sell
175
-6
-3% -$724 0.01% 343
2020
Q4 		$22K Sell
181
-188
-51% -$21.4K 0.01% 337
2020
Q3 		$39K Hold
369
– – 0.01% 279
2020
Q2 		$36K Buy
369
+223
+153% +$19.7K 0.01% 263
2020
Q1 		$12K Buy
+146
New +$14K 0.01% 345
2019
Q1 		– Sell
-17
Closed -$1K – 507
2018
Q4 		$1K Buy
+17
New +$1.27K ﹤0.01% 937

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

Prestige Wealth Management Group's AJG Position: Q2 2026 in Review

Prestige Wealth Management Group held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 134 shares worth $30.8K. The position accounts for 0.01% of the portfolio, ranked #314.

Prestige Wealth Management Group first reported a position in AJG in Q4 2018 and has held it in 27 quarters since. The position peaked at $46.6K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Prestige Wealth Management Group held 134 shares of Arthur J. Gallagher & Co worth $30.8K as of Q2 2026.
  • Prestige Wealth Management Group left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #314 holding.
  • Prestige Wealth Management Group first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 27 quarters since.
  • Prestige Wealth Management Group's Arthur J. Gallagher & Co position peaked at $46.6K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.