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

Sagespring 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 		$659K Buy
2,869
+412
+17% +$87.5K 0.01% 457
2026
Q1 		$532K Buy
2,457
+432
+21% +$99.8K 0.01% 481
2025
Q4 		$524K Buy
2,025
+226
+13% +$59.8K 0.01% 459
2025
Q3 		$557K Buy
1,799
+38
+2% +$11.5K 0.01% 437
2025
Q2 		$564K Buy
1,761
+330
+23% +$109K 0.01% 407
2025
Q1 		$494K Buy
1,431
+265
+23% +$83.7K 0.01% 396
2024
Q4 		$331K Buy
+1,166
New +$339K 0.01% 449

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

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

Sagespring Wealth Partners increased its Arthur J. Gallagher & Co (AJG) stake by 17% in Q2 2026, buying an estimated $87.5K and bringing the position to 2,869 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #457.

Sagespring Wealth Partners first reported a position in AJG in Q4 2024 and has held it in 7 quarters since. 1,292 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sagespring Wealth Partners held 2,869 shares of Arthur J. Gallagher & Co worth $659K as of Q2 2026.
  • Sagespring Wealth Partners bought 412 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $87.5K.
  • Arthur J. Gallagher & Co made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #457 holding.
  • Sagespring Wealth Partners first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 7 quarters since.
  • 1,292 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.