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Rialto Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Rialto Wealth Management’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 		$19.7K Buy
86
+17
+25% +$3.61K ﹤0.01% 431
2026
Q1 		$14.9K Buy
69
+10
+17% +$2.31K ﹤0.01% 424
2025
Q4 		$15.3K Sell
59
-5
-8% -$1.32K ﹤0.01% 395
2025
Q3 		$19.8K Buy
64
+6
+10% +$1.81K 0.01% 356
2025
Q2 		$18.6K Sell
58
-3
-5% -$989 0.01% 361
2025
Q1 		$21.1K Buy
+61
New +$19.3K 0.01% 342

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 $3.38T AUM 44.17% 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

Rialto Wealth Management's AJG Position: Q2 2026 in Review

Rialto Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 25% in Q2 2026, buying an estimated $3.61K and bringing the position to 86 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Rialto Wealth Management first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $21.1K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Rialto Wealth Management held 86 shares of Arthur J. Gallagher & Co worth $19.7K as of Q2 2026.
  • Rialto Wealth Management bought 17 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $3.61K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #431 holding.
  • Rialto Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • Rialto Wealth Management's Arthur J. Gallagher & Co position peaked at $21.1K in Q1 2025.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.