RW
AJG icon

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

Ridgeline Wealth’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 		$297K Hold
1,295
– – 0.17% 47
2026
Q1 		$280K Hold
1,295
– – 0.2% 40
2025
Q4 		$335K Hold
1,295
– – 0.23% 38
2025
Q3 		$401K Hold
1,295
– – 0.3% 35
2025
Q2 		$415K Hold
1,295
– – 0.34% 34
2025
Q1 		$447K Hold
1,295
– – 0.38% 35
2024
Q4 		$368K Buy
+1,295
New +$377K 0.3% 41

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

Ridgeline Wealth's AJG Position: Q2 2026 in Review

Ridgeline Wealth held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,295 shares worth $297K. The position accounts for 0.17% of the portfolio, ranked #47.

Ridgeline Wealth first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $447K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Ridgeline Wealth held 1,295 shares of Arthur J. Gallagher & Co worth $297K as of Q2 2026.
  • Ridgeline Wealth left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.17% of Ridgeline Wealth's portfolio in Q2 2026, its #47 holding.
  • Ridgeline Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • Ridgeline Wealth's Arthur J. Gallagher & Co position peaked at $447K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ridgeline Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.