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

SOA Wealth Advisors’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	$51.2K	Buy	223 +23	+12%	+$4.88K	0.01%	386
2026 Q1	$43.3K	Buy	200 +100	+100%	+$23.1K	0.01%	395
2025 Q4	$25.9K	Hold	100	–	–	﹤0.01%	462
2025 Q3	$31K	Buy	+100	New	+$30.1K	0.01%	445
2022 Q2	–	Sell	-45	Closed	-$7K	–	803
2022 Q1	$7K	Hold	45	–	–	﹤0.01%	633
2021 Q4	$7K	Hold	45	–	–	﹤0.01%	612
2021 Q3	$6K	Buy	45 +40	+800%	+$5.72K	﹤0.01%	650
2021 Q2	$0	Buy	+5	New	+$707	﹤0.01%	857

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

SOA Wealth Advisors's AJG Position: Q2 2026 in Review

SOA Wealth Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 12% in Q2 2026, buying an estimated $4.88K and bringing the position to 223 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #386.

SOA Wealth Advisors first reported a position in AJG in Q2 2021 and has held it in 8 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

SOA Wealth Advisors held 223 shares of Arthur J. Gallagher & Co worth $51.2K as of Q2 2026.
SOA Wealth Advisors bought 23 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.88K.
Arthur J. Gallagher & Co made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #386 holding.
SOA Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2021 and has held it in 8 quarters since.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.