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

Ritholtz 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 		$398K Buy
1,735
+38
+2% +$8.07K 0.01% 939
2026
Q1 		$368K Sell
1,697
-8,364
-83% -$1.93M 0.01% 904
2025
Q4 		$2.6M Buy
10,061
+45
+0.4% +$11.9K 0.05% 286
2025
Q3 		$3.1M Buy
10,016
+181
+2% +$54.6K 0.06% 223
2025
Q2 		$3.15M Buy
9,835
+747
+8% +$246K 0.07% 192
2025
Q1 		$3.14M Buy
9,088
+514
+6% +$162K 0.09% 158
2024
Q4 		$2.43M Sell
8,574
-212
-2% -$61.7K 0.07% 192
2024
Q3 		$2.47M Buy
8,786
+39
+0.4% +$11K 0.07% 187
2024
Q2 		$2.27M Sell
8,747
-9
-0.1% -$2.23K 0.07% 178
2024
Q1 		$2.19M Buy
8,756
+98
+1% +$23.6K 0.08% 182
2023
Q4 		$1.95M Buy
8,658
+110
+1% +$26.1K 0.08% 171
2023
Q3 		$1.95M Buy
8,548
+51
+0.6% +$11.4K 0.09% 149
2023
Q2 		$1.87M Buy
8,497
+91
+1% +$18.9K 0.08% 150
2023
Q1 		$1.61M Buy
+8,406
New +$1.59M 0.08% 160
2022
Q4 		– Sell
-1,259
Closed -$216K – 580
2022
Q3 		$216K Buy
+1,259
New +$223K 0.01% 637

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

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

Ritholtz Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 2.2% in Q2 2026, buying an estimated $8.07K and bringing the position to 1,735 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #939.

Ritholtz Wealth Management first reported a position in AJG in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.15M in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Ritholtz Wealth Management held 1,735 shares of Arthur J. Gallagher & Co worth $398K as of Q2 2026.
  • Ritholtz Wealth Management bought 38 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.07K.
  • Arthur J. Gallagher & Co made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #939 holding.
  • Ritholtz Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Arthur J. Gallagher & Co position peaked at $3.15M in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.