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Prospera Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Prospera Financial Services’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 		$5.24M Sell
22,839
-1,089
-5% -$231K 0.08% 275
2026
Q1 		$5.18M Buy
23,928
+156
+0.7% +$36K 0.08% 251
2025
Q4 		$6.15M Buy
23,772
+209
+0.9% +$55.3K 0.1% 207
2025
Q3 		$7.3M Buy
23,563
+553
+2% +$167K 0.12% 178
2025
Q2 		$7.37M Buy
23,010
+607
+3% +$200K 0.14% 163
2025
Q1 		$7.73M Buy
22,403
+780
+4% +$246K 0.18% 128
2024
Q4 		$6.14M Buy
21,623
+6,434
+42% +$1.87M 0.14% 160
2024
Q3 		$4.27M Buy
15,189
+2,110
+16% +$595K 0.11% 207
2024
Q2 		$3.39M Buy
13,079
+1,160
+10% +$288K 0.09% 231
2024
Q1 		$2.98M Buy
11,919
+716
+6% +$172K 0.09% 256
2023
Q4 		$2.52M Sell
11,203
-1,247
-10% -$295K 0.08% 270
2023
Q3 		$2.84M Buy
12,450
+1,068
+9% +$239K 0.11% 212
2023
Q2 		$2.5M Buy
11,382
+435
+4% +$90.5K 0.1% 232
2023
Q1 		$2.09M Buy
10,947
+891
+9% +$169K 0.09% 267
2022
Q4 		$1.9M Buy
10,056
+760
+8% +$142K 0.1% 238
2022
Q3 		$1.59M Sell
9,296
-1,005
-10% -$178K 0.08% 269
2022
Q2 		$1.68M Buy
10,301
+431
+4% +$71.5K 0.09% 265
2022
Q1 		$1.72M Buy
9,870
+556
+6% +$88.6K 0.07% 302
2021
Q4 		$1.58M Sell
9,314
-206
-2% -$33.7K 0.07% 312
2021
Q3 		$1.42M Buy
9,520
+171
+2% +$24.5K 0.07% 311
2021
Q2 		$1.31M Sell
9,349
-116
-1% -$16.4K 0.07% 326
2021
Q1 		$1.18M Buy
9,465
+1,358
+17% +$164K 0.07% 310
2020
Q4 		$1M Buy
8,107
+7,953
+5,164% +$906K 0.07% 297
2020
Q3 		$16K Sell
154
-9,112
-98% -$945K 0.01% 959
2020
Q2 		$903K Buy
9,266
+1,499
+19% +$133K 0.08% 249
2020
Q1 		$633K Sell
7,767
-430
-5% -$41.2K 0.07% 266
2019
Q4 		$781K Buy
8,197
+2,336
+40% +$214K 0.06% 295
2019
Q3 		$525K Buy
5,861
+450
+8% +$40.5K 0.05% 299
2019
Q2 		$490K Buy
5,411
+1,758
+48% +$147K 0.06% 291
2019
Q1 		$285K Buy
+3,653
New +$281K 0.09% 251

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Prospera Financial Services's AJG Position: Q2 2026 in Review

Prospera Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 4.6% in Q2 2026, selling an estimated $231K and leaving 22,839 shares worth $5.24M. The position accounts for 0.08% of the portfolio, ranked #275.

Prospera Financial Services first reported a position in AJG in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.73M in Q1 2025. 226 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Prospera Financial Services held 22,839 shares of Arthur J. Gallagher & Co worth $5.24M as of Q2 2026.
  • Prospera Financial Services sold 1,089 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $231K.
  • Arthur J. Gallagher & Co made up 0.08% of Prospera Financial Services's portfolio in Q2 2026, its #275 holding.
  • Prospera Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 30 quarters since.
  • Prospera Financial Services's Arthur J. Gallagher & Co position peaked at $7.73M in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.