Prospera Financial Services
AJG icon

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
Q3 		$6.23M Sell
22,560
-279
-1% -$70K 0.08% 277
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return

Prospera Financial Services's AJG Position: Q3 2026 in Review

Prospera Financial Services reduced its Arthur J. Gallagher & Co (AJG) stake by 1.2% in Q3 2026, selling an estimated $70K and leaving 22,560 shares worth $6.23M. The position accounts for 0.08% of the portfolio, ranked #277.

Prospera Financial Services first reported a position in AJG in Q1 2019 and has held it in 31 quarters since. The position peaked at $7.73M in Q1 2025. 820 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Prospera Financial Services held 22,560 shares of Arthur J. Gallagher & Co worth $6.23M as of Q3 2026.
  • Prospera Financial Services sold 279 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $70K.
  • Arthur J. Gallagher & Co made up 0.08% of Prospera Financial Services's portfolio in Q3 2026, its #277 holding.
  • Prospera Financial Services first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 31 quarters since.
  • Prospera Financial Services's Arthur J. Gallagher & Co position peaked at $7.73M in Q1 2025.
  • 820 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Prospera Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.