San Luis Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

San Luis Wealth Advisors’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	$273K	Buy	1,190 +19	+2%	+$4.03K	0.04%	158
2026 Q1	$254K	Sell	1,171 -1	-0.1%	-$231	0.04%	152
2025 Q4	$303K	Buy	1,172 +1	+0.1%	+$265	0.05%	151
2025 Q3	$363K	Buy	1,171 +32	+3%	+$9.65K	0.07%	145
2025 Q2	$364K	Buy	1,139 +2	+0.2%	+$659	0.08%	116
2025 Q1	$393K	Buy	1,137 +1	+0.1%	+$316	0.09%	103
2024 Q4	$323K	Buy	1,136 +1	+0.1%	+$291	0.06%	116
2024 Q3	$319K	Buy	+1,135	New	+$320K	0.07%	111

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 $3.37T AUM 44.26% 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

San Luis Wealth Advisors's AJG Position: Q2 2026 in Review

San Luis Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 1.6% in Q2 2026, buying an estimated $4.03K and bringing the position to 1,190 shares worth $273K. The position accounts for 0.04% of the portfolio, ranked #158.

San Luis Wealth Advisors first reported a position in AJG in Q3 2024 and has held it in 8 quarters since. The position peaked at $393K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

San Luis Wealth Advisors held 1,190 shares of Arthur J. Gallagher & Co worth $273K as of Q2 2026.
San Luis Wealth Advisors bought 19 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.03K.
Arthur J. Gallagher & Co made up 0.04% of San Luis Wealth Advisors's portfolio in Q2 2026, its #158 holding.
San Luis Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2024 and has held it in 8 quarters since.
San Luis Wealth Advisors's Arthur J. Gallagher & Co position peaked at $393K in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.