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

Private 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	$5.97K	Buy	26 +10	+63%	+$2.12K	﹤0.01%	780
2026 Q1	$3.47K	Sell	16 -8	-33%	-$1.85K	﹤0.01%	897
2025 Q4	$6.21K	Buy	24 +1	+4%	+$265	﹤0.01%	685
2025 Q3	$7.13K	Hold	23	–	–	﹤0.01%	646
2025 Q2	$7.36K	Hold	23	–	–	﹤0.01%	600
2025 Q1	$7.94K	Buy	23 +7	+44%	+$2.21K	﹤0.01%	552
2024 Q4	$4.54K	Hold	16	–	–	﹤0.01%	783
2024 Q3	$4.5K	Buy	16 +1	+7%	+$282	﹤0.01%	773
2024 Q2	$3.89K	Hold	15	–	–	﹤0.01%	809
2024 Q1	$3.75K	Hold	15	–	–	﹤0.01%	724
2023 Q4	$3.37K	Buy	+15	New	+$3.55K	﹤0.01%	754

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

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

Private Wealth Management Group increased its Arthur J. Gallagher & Co (AJG) stake by 63% in Q2 2026, buying an estimated $2.12K and bringing the position to 26 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

Private Wealth Management Group first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $7.94K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Private Wealth Management Group held 26 shares of Arthur J. Gallagher & Co worth $5.97K as of Q2 2026.
Private Wealth Management Group bought 10 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $2.12K.
Arthur J. Gallagher & Co made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #780 holding.
Private Wealth Management Group first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Arthur J. Gallagher & Co position peaked at $7.94K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.