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Prosperity Consulting Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Prosperity Consulting 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 		$1.07M Buy
4,650
+80
+2% +$17K 0.04% 253
2026
Q1 		$990K Sell
4,570
-4,957
-52% -$1.14M 0.04% 249
2025
Q4 		$2.47M Sell
9,527
-1,862
-16% -$493K 0.11% 137
2025
Q3 		$3.53M Buy
11,389
+145
+1% +$43.7K 0.17% 103
2025
Q2 		$3.6M Sell
11,244
-570
-5% -$188K 0.26% 88
2025
Q1 		$4.08M Sell
11,814
-1,239
-9% -$391K 0.32% 78
2024
Q4 		$3.71M Buy
13,053
+1,023
+9% +$298K 0.28% 82
2024
Q3 		$3.38M Buy
12,030
+4,637
+63% +$1.31M 0.26% 89
2024
Q2 		$1.92M Buy
7,393
+440
+6% +$109K 0.26% 104
2024
Q1 		$1.74M Buy
6,953
+440
+7% +$106K 0.22% 108
2023
Q4 		$1.46M Buy
6,513
+1,303
+25% +$309K 0.49% 46
2023
Q3 		$1.19M Buy
5,210
+1,748
+50% +$391K 0.55% 47
2023
Q2 		$760K Sell
3,462
-219
-6% -$45.6K 0.47% 48
2023
Q1 		$704K Sell
3,681
-55
-1% -$10.4K 0.45% 55
2022
Q4 		$704K Sell
3,736
-128
-3% -$23.9K 0.47% 56
2022
Q3 		$662K Sell
3,864
-80
-2% -$14.2K 0.54% 48
2022
Q2 		$643K Sell
3,944
-237
-6% -$39.3K 0.56% 46
2022
Q1 		$730K Buy
4,181
+85
+2% +$13.6K 0.54% 47
2021
Q4 		$644K Buy
+4,096
New +$669K 0.48% 50

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

Prosperity Consulting Group's AJG Position: Q2 2026 in Review

Prosperity Consulting Group increased its Arthur J. Gallagher & Co (AJG) stake by 1.8% in Q2 2026, buying an estimated $17K and bringing the position to 4,650 shares worth $1.07M. The position accounts for 0.04% of the portfolio, ranked #253.

Prosperity Consulting Group first reported a position in AJG in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.08M in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Prosperity Consulting Group held 4,650 shares of Arthur J. Gallagher & Co worth $1.07M as of Q2 2026.
  • Prosperity Consulting Group bought 80 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $17K.
  • Arthur J. Gallagher & Co made up 0.04% of Prosperity Consulting Group's portfolio in Q2 2026, its #253 holding.
  • Prosperity Consulting Group first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 19 quarters since.
  • Prosperity Consulting Group's Arthur J. Gallagher & Co position peaked at $4.08M in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.