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

Segment 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 		$11M Buy
47,937
+1,805
+4% +$383K 0.57% 56
2026
Q1 		$9.99M Buy
46,132
+2,817
+7% +$651K 0.59% 56
2025
Q4 		$11.2M Sell
43,315
-263
-0.6% -$69.6K 0.65% 52
2025
Q3 		$13.5M Buy
43,578
+246
+0.6% +$74.2K 0.81% 45
2025
Q2 		$13.9M Sell
43,332
-475
-1% -$157K 0.88% 43
2025
Q1 		$15.1M Buy
43,807
+184
+0.4% +$58.1K 1.02% 32
2024
Q4 		$12.4M Buy
43,623
+659
+2% +$192K 0.84% 48
2024
Q3 		$12.1M Buy
42,964
+75
+0.2% +$21.2K 0.83% 50
2024
Q2 		$11.1M Buy
42,889
+1,359
+3% +$337K 0.82% 49
2024
Q1 		$10.4M Buy
41,530
+1,844
+5% +$443K 0.79% 47
2023
Q4 		$8.92M Buy
39,686
+1,272
+3% +$301K 0.79% 49
2023
Q3 		$8.76M Buy
38,414
+778
+2% +$174K 0.89% 46
2023
Q2 		$8.26M Sell
37,636
-675
-2% -$140K 0.85% 47
2023
Q1 		$7.33M Buy
38,311
+7,463
+24% +$1.42M 0.83% 48
2022
Q4 		$5.82M Buy
30,848
+730
+2% +$137K 0.67% 54
2022
Q3 		$5.16M Buy
30,118
+1,084
+4% +$192K 0.64% 62
2022
Q2 		$4.73M Buy
29,034
+1,839
+7% +$305K 0.6% 58
2022
Q1 		$4.75M Buy
27,195
+1,910
+8% +$305K 0.49% 69
2021
Q4 		$4.29M Sell
25,285
-1
-0% -$163 0.45% 70
2021
Q3 		$3.76M Buy
25,286
+515
+2% +$73.7K 0.45% 70
2021
Q2 		$3.47M Buy
24,771
+993
+4% +$140K 0.41% 73
2021
Q1 		$2.97M Buy
23,778
+833
+4% +$101K 0.39% 72
2020
Q4 		$2.84M Sell
22,945
-1,395
-6% -$159K 0.41% 73
2020
Q3 		$2.57M Buy
24,340
+400
+2% +$41.5K 0.42% 72
2020
Q2 		$2.33M Buy
23,940
+665
+3% +$58.9K 0.43% 72
2020
Q1 		$1.9M Sell
23,275
-10,591
-31% -$1.01M 0.42% 68
2019
Q4 		$3.23M Buy
+33,866
New +$3.1M 0.54% 64

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

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

Segment Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 3.9% in Q2 2026, buying an estimated $383K and bringing the position to 47,937 shares worth $11M. The position accounts for 0.57% of the portfolio, ranked #56.

Segment Wealth Management first reported a position in AJG in Q4 2019 and has held it in 27 quarters since. The position peaked at $15.1M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Segment Wealth Management held 47,937 shares of Arthur J. Gallagher & Co worth $11M as of Q2 2026.
  • Segment Wealth Management bought 1,805 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $383K.
  • Arthur J. Gallagher & Co made up 0.57% of Segment Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Segment Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2019 and has held it in 27 quarters since.
  • Segment Wealth Management's Arthur J. Gallagher & Co position peaked at $15.1M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.