Root Financial Partners
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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
Q3 		$81.4K Buy
+357
New +$89.5K ﹤0.01% 844
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Root Financial Partners's AJG Position: Q3 2026 in Review

Root Financial Partners opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 357 shares worth $81.4K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AJG as recently as Q1 2026.

Root Financial Partners first reported a position in AJG in Q3 2025 and has held it in 4 quarters since. 744 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Root Financial Partners held 357 shares of Arthur J. Gallagher & Co worth $81.4K as of Q3 2026.
  • Arthur J. Gallagher & Co was a new Root Financial Partners position in Q3 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #844 holding.
  • Root Financial Partners first reported a position in Arthur J. Gallagher & Co in Q3 2025 and has held it in 4 quarters since.
  • 744 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.