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SeaCrest Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

SeaCrest Wealth Management’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 		– Sell
-1,113
Closed -$241K – 553
2026
Q1 		$241K Sell
1,113
-17
-2% -$3.93K 0.03% 534
2025
Q4 		$293K Sell
1,130
-227
-17% -$60.1K 0.03% 468
2025
Q3 		$417K Sell
1,357
-185
-12% -$55.8K 0.04% 358
2025
Q2 		$494K Buy
1,542
+34
+2% +$11.2K 0.05% 315
2025
Q1 		$521K Buy
1,508
+232
+18% +$73.3K 0.06% 321
2024
Q4 		$362K Buy
1,276
+142
+13% +$41.3K 0.04% 437
2024
Q3 		$319K Sell
1,134
-7
-0.6% -$1.97K 0.03% 473
2024
Q2 		$296K Buy
1,141
+14
+1% +$3.47K 0.03% 464
2024
Q1 		$282K Buy
1,127
+16
+1% +$3.85K 0.03% 461
2023
Q4 		$250K Buy
1,111
+10
+0.9% +$2.37K 0.03% 514
2023
Q3 		$251K Buy
1,101
+4
+0.4% +$895 0.03% 505
2023
Q2 		$241K Buy
1,097
+20
+2% +$4.16K 0.03% 525
2023
Q1 		$206K Buy
1,077
+8
+0.7% +$1.52K 0.03% 580
2022
Q4 		$202K Buy
+1,069
New +$200K 0.03% 568
2022
Q3 		– Sell
-1,063
Closed -$173K – 647
2022
Q2 		$173K Buy
+1,063
New +$176K 0.02% 659
2019
Q2 		– Sell
-1,076
Closed -$84K – 557
2019
Q1 		$84K Buy
1,076
+7
+0.7% +$539 0.01% 758
2018
Q4 		$79K Buy
1,069
+9
+0.8% +$672 0.02% 743
2018
Q3 		$79K Buy
1,060
+900
+563% +$64.5K 0.01% 833
2018
Q2 		$10K Hold
160
– – ﹤0.01% 1601
2018
Q1 		$11K Hold
160
– – ﹤0.01% 1535
2017
Q4 		$10K Buy
+160
New +$10.2K ﹤0.01% 1582

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

SeaCrest Wealth Management's AJG Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 1,113 shares — an estimated $241K sold.

SeaCrest Wealth Management first reported a position in AJG in Q4 2017 and held it in 21 quarters. The position peaked at $521K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,113 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $241K.
  • SeaCrest Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2017 and held it in 21 quarters.
  • SeaCrest Wealth Management's Arthur J. Gallagher & Co position peaked at $521K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

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