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Root Financial Partners’s Arthur J. Gallagher & Co AJG Stock Holding History

Root Financial 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 		– Sell
-163
Closed -$35.3K – 495
2026
Q1 		$35.3K Sell
163
-112
-41% -$25.9K ﹤0.01% 1030
2025
Q4 		$71.2K Buy
275
+38
+16% +$10.1K ﹤0.01% 591
2025
Q3 		$73.4K Buy
+237
New +$71.4K ﹤0.01% 540

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Root Financial Partners's AJG Position: Q2 2026 in Review

Root Financial Partners sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 163 shares — an estimated $35.3K sold.

Root Financial Partners first reported a position in AJG in Q3 2025 and held it in 3 quarters. The position peaked at $73.4K in Q3 2025. 447 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Root Financial Partners reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 163 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $35.3K.
  • Root Financial Partners first reported a position in Arthur J. Gallagher & Co in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Arthur J. Gallagher & Co position peaked at $73.4K in Q3 2025.
  • 447 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.