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

Sax 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	$204K	Buy	+941	New	+$200K	0.01%	520

Other funds holding AJG

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Thomasville National Bank Thomasville, Georgia $1.82B AUM

Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Sax Wealth Advisors's AJG Position: Q2 2026 in Review

Sax Wealth Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 941 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #520 among its holdings.

248 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Sax Wealth Advisors held 941 shares of Arthur J. Gallagher & Co worth $204K as of Q2 2026.
Arthur J. Gallagher & Co was a new Sax Wealth Advisors position in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Sax Wealth Advisors's portfolio in Q2 2026, its #520 holding.
248 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.