PFA
AJG icon

Pure Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Pure Financial Advisors’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 		$277K Buy
+1,207
New +$256K ﹤0.01% 528
2026
Q1 		– Sell
-809
Closed -$209K – 575
2025
Q4 		$209K Buy
809
+49
+6% +$13K ﹤0.01% 505
2025
Q3 		$235K Buy
760
+17
+2% +$5.13K ﹤0.01% 452
2025
Q2 		$238K Buy
743
+66
+10% +$21.8K ﹤0.01% 425
2025
Q1 		$234K Buy
+677
New +$214K ﹤0.01% 351

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

Pure Financial Advisors's AJG Position: Q2 2026 in Review

Pure Financial Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,207 shares worth $277K. The stake represents ﹤0.01% of the portfolio and ranks #528 among its holdings. This is a return to the name: Pure Financial Advisors previously reported a position in AJG as recently as Q4 2025.

Pure Financial Advisors first reported a position in AJG in Q1 2025 and has held it in 5 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Pure Financial Advisors held 1,207 shares of Arthur J. Gallagher & Co worth $277K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Pure Financial Advisors position in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #528 holding.
  • Pure Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 5 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.