QWP
AJG icon

Quotient Wealth Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Quotient Wealth Partners’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 		$418K Buy
1,820
+171
+10% +$36.3K 0.01% 243
2026
Q1 		$357K Sell
1,649
-273
-14% -$63.1K 0.01% 252
2025
Q4 		$497K Sell
1,922
-142
-7% -$37.6K 0.01% 194
2025
Q3 		$639K Buy
2,064
+370
+22% +$112K 0.02% 160
2025
Q2 		$542K Buy
1,694
+151
+10% +$49.8K 0.02% 175
2025
Q1 		$533K Sell
1,543
-57
-4% -$18K 0.02% 169
2024
Q4 		$454K Buy
1,600
+55
+4% +$16K 0.01% 186
2024
Q3 		$435K Sell
1,545
-356
-19% -$100K 0.01% 189
2024
Q2 		$493K Sell
1,901
-1,671
-47% -$415K 0.02% 174
2024
Q1 		$893K Sell
3,572
-975
-21% -$234K 0.03% 114
2023
Q4 		$1.02M Buy
+4,547
New +$1.08M 0.04% 116

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

Quotient Wealth Partners's AJG Position: Q2 2026 in Review

Quotient Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 10% in Q2 2026, buying an estimated $36.3K and bringing the position to 1,820 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #243.

Quotient Wealth Partners first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2023. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Quotient Wealth Partners held 1,820 shares of Arthur J. Gallagher & Co worth $418K as of Q2 2026.
  • Quotient Wealth Partners bought 171 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $36.3K.
  • Arthur J. Gallagher & Co made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Quotient Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Arthur J. Gallagher & Co position peaked at $1.02M in Q4 2023.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.