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

Principle 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
Q2 		$273K Hold
1,189
– – 0.01% 342
2026
Q1 		$258K Sell
1,189
-6
-0.5% -$1.39K 0.01% 332
2025
Q4 		$309K Buy
1,195
+3
+0.3% +$794 0.02% 310
2025
Q3 		$369K Hold
1,192
– – 0.02% 273
2025
Q2 		$382K Buy
+1,192
New +$393K 0.02% 267

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

Principle Wealth Partners's AJG Position: Q2 2026 in Review

Principle Wealth Partners held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,189 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #342.

Principle Wealth Partners first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $382K in Q2 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Principle Wealth Partners held 1,189 shares of Arthur J. Gallagher & Co worth $273K as of Q2 2026.
  • Principle Wealth Partners left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #342 holding.
  • Principle Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • Principle Wealth Partners's Arthur J. Gallagher & Co position peaked at $382K in Q2 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.