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

RWA Wealth 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	$473K	Buy	2,062 +39	+2%	+$8.28K	﹤0.01%	483
2026 Q1	$438K	Sell	2,023 -814	-29%	-$188K	﹤0.01%	479
2025 Q4	$734K	Buy	2,837 +4	+0.1%	+$1.06K	0.01%	380
2025 Q3	$878K	Buy	2,833 +9	+0.3%	+$2.71K	0.01%	361
2025 Q2	$904K	Buy	2,824 +6	+0.2%	+$1.98K	0.01%	345
2025 Q1	$973K	Sell	2,818 -10	-0.4%	-$3.16K	0.01%	327
2024 Q4	$803K	Buy	+2,828	New	+$823K	0.01%	357

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RWA Wealth Partners's AJG Position: Q2 2026 in Review

RWA Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 1.9% in Q2 2026, buying an estimated $8.28K and bringing the position to 2,062 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

RWA Wealth Partners first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. The position peaked at $973K in Q1 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

RWA Wealth Partners held 2,062 shares of Arthur J. Gallagher & Co worth $473K as of Q2 2026.
RWA Wealth Partners bought 39 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.28K.
Arthur J. Gallagher & Co made up ﹤0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #483 holding.
RWA Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
RWA Wealth Partners's Arthur J. Gallagher & Co position peaked at $973K in Q1 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.