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

Sendero 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 		$1.28M Buy
5,588
+2,772
+98% +$589K 0.13% 110
2026
Q1 		$610K Buy
+2,816
New +$650K 0.07% 146
2025
Q2 		– Sell
-10,379
Closed -$3.58M – 189
2025
Q1 		$3.58M Buy
+10,379
New +$3.28M 0.5% 41

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

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

Sendero Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 98% in Q2 2026, buying an estimated $589K and bringing the position to 5,588 shares worth $1.28M. The position accounts for 0.13% of the portfolio, ranked #110.

Sendero Wealth Management first reported a position in AJG in Q1 2025 and has held it in 3 quarters since. The position peaked at $3.58M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sendero Wealth Management held 5,588 shares of Arthur J. Gallagher & Co worth $1.28M as of Q2 2026.
  • Sendero Wealth Management bought 2,772 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $589K.
  • Arthur J. Gallagher & Co made up 0.13% of Sendero Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Sendero Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 3 quarters since.
  • Sendero Wealth Management's Arthur J. Gallagher & Co position peaked at $3.58M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.