Principia Wealth Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Principia Wealth Advisory’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	$5.51K	Buy	24 +6	+33%	+$1.27K	﹤0.01%	343
2026 Q1	$3.9K	Buy	18 +10	+125%	+$2.31K	﹤0.01%	351
2025 Q4	$2.07K	Sell	8 -4	-33%	-$1.06K	﹤0.01%	455
2025 Q3	$3.72K	Sell	12 -2	-14%	-$603	﹤0.01%	318
2025 Q2	$4.48K	Buy	14 +3	+27%	+$989	﹤0.01%	248
2025 Q1	$3.56K	Buy	11 +5	+83%	+$1.58K	﹤0.01%	220
2024 Q4	$1.7K	Buy	+6	New	+$1.75K	﹤0.01%	270

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

Principia Wealth Advisory's AJG Position: Q2 2026 in Review

Principia Wealth Advisory increased its Arthur J. Gallagher & Co (AJG) stake by 33% in Q2 2026, buying an estimated $1.27K and bringing the position to 24 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Principia Wealth Advisory first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Principia Wealth Advisory held 24 shares of Arthur J. Gallagher & Co worth $5.51K as of Q2 2026.
Principia Wealth Advisory bought 6 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $1.27K.
Arthur J. Gallagher & Co made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #343 holding.
Principia Wealth Advisory first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.