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

SHP 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 		$13.5K Buy
59
+20
+51% +$4.25K ﹤0.01% 883
2026
Q1 		$8.46K Buy
39
+24
+160% +$5.54K ﹤0.01% 948
2025
Q4 		$3.89K Buy
+15
New +$3.97K ﹤0.01% 1024

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Arthur J. Gallagher & Co (AJG) stake by 51% in Q2 2026, buying an estimated $4.25K and bringing the position to 59 shares worth $13.5K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

SHP Wealth Management first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SHP Wealth Management held 59 shares of Arthur J. Gallagher & Co worth $13.5K as of Q2 2026.
  • SHP Wealth Management bought 20 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.25K.
  • Arthur J. Gallagher & Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #883 holding.
  • SHP Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.