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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$824K Buy
+3,587
New +$762K 0.03% 481
2024
Q3
Sell
-6,469
Closed -$1.68M 511
2024
Q2
$1.68M Buy
6,469
+49
+0.8% +$12.2K 0.04% 386
2024
Q1
$1.61M Buy
+6,420
New +$1.54M 0.04% 395

Other funds holding AJG

Simplicity Wealth's AJG Position: Q2 2026 in Review

Simplicity Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 3,587 shares worth $824K. The stake represents 0.03% of the portfolio and ranks #481 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in AJG as recently as Q2 2024.

Simplicity Wealth first reported a position in AJG in Q1 2024 and has held it in 3 quarters since. The position peaked at $1.68M in Q2 2024. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Simplicity Wealth held 3,587 shares of Arthur J. Gallagher & Co worth $824K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Simplicity Wealth position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #481 holding.
  • Simplicity Wealth first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's Arthur J. Gallagher & Co position peaked at $1.68M in Q2 2024.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.