Sigma Planning Corp’s Arthur J. Gallagher & Co AJG Stock Holding History

Sigma Planning Corp’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	$329K	Buy	+1,432	New	+$304K	0.01%	1097
2026 Q1	–	Sell	-836	Closed	-$216K	–	1314
2025 Q4	$216K	Sell	836 -2,966	-78%	-$785K	0.01%	1185
2025 Q3	$1.18M	Sell	3,802 -233	-6%	-$70.2K	0.03%	460
2025 Q2	$1.29M	Buy	4,035 +2,404	+147%	+$792K	0.04%	419
2025 Q1	$563K	Sell	1,631 -2	-0.1%	-$632	0.02%	683
2024 Q4	$464K	Sell	1,633 -8,662	-84%	-$2.52M	0.01%	766
2024 Q3	$2.9M	Sell	10,295 -2,915	-22%	-$822K	0.09%	220
2024 Q2	$3.43M	Buy	13,210 +1,863	+16%	+$462K	0.11%	189
2024 Q1	$2.84M	Buy	11,347 +3,890	+52%	+$935K	0.09%	229
2023 Q4	$1.68M	Buy	+7,457	New	+$1.77M	0.13%	168
2019 Q3	–	Sell	-3,748	Closed	-$328K	–	1001
2019 Q2	$328K	Buy	3,748 +518	+16%	+$43.2K	0.02%	691
2019 Q1	$252K	Buy	+3,230	New	+$249K	0.01%	754

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sigma Planning Corp's AJG Position: Q2 2026 in Review

Sigma Planning Corp opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,432 shares worth $329K. The stake represents 0.01% of the portfolio and ranks #1097 among its holdings. This is a return to the name: Sigma Planning Corp previously reported a position in AJG as recently as Q4 2025.

Sigma Planning Corp first reported a position in AJG in Q1 2019 and has held it in 12 quarters since. The position peaked at $3.43M in Q2 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Sigma Planning Corp held 1,432 shares of Arthur J. Gallagher & Co worth $329K as of Q2 2026.
Arthur J. Gallagher & Co was a new Sigma Planning Corp position in Q2 2026.
Arthur J. Gallagher & Co made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1097 holding.
Sigma Planning Corp first reported a position in Arthur J. Gallagher & Co in Q1 2019 and has held it in 12 quarters since.
Sigma Planning Corp's Arthur J. Gallagher & Co position peaked at $3.43M in Q2 2024.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.