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Resonant Capital Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Resonant Capital 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 		$343K Buy
+1,495
New +$317K 0.02% 386
2025
Q4 		– Sell
-819
Closed -$254K – 441
2025
Q3 		$254K Sell
819
-55
-6% -$16.6K 0.01% 368
2025
Q2 		$280K Buy
874
+245
+39% +$80.8K 0.02% 342
2025
Q1 		$217K Buy
+629
New +$199K 0.02% 352

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Resonant Capital Advisors's AJG Position: Q2 2026 in Review

Resonant Capital Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,495 shares worth $343K. The stake represents 0.02% of the portfolio and ranks #386 among its holdings. This is a return to the name: Resonant Capital Advisors previously reported a position in AJG as recently as Q3 2025.

Resonant Capital Advisors first reported a position in AJG in Q1 2025 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Resonant Capital Advisors held 1,495 shares of Arthur J. Gallagher & Co worth $343K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Resonant Capital Advisors position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #386 holding.
  • Resonant Capital Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 4 quarters since.
  • 664 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.