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Souders Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Souders Financial 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 		$278K Buy
1,212
+71
+6% +$15.1K 0.03% 199
2026
Q1 		$247K Buy
1,141
+49
+4% +$11.3K 0.03% 199
2025
Q4 		$283K Sell
1,092
-14
-1% -$3.71K 0.03% 182
2025
Q3 		$343K Buy
1,106
+174
+19% +$52.5K 0.04% 161
2025
Q2 		$298K Buy
932
+259
+38% +$85.4K 0.04% 167
2025
Q1 		$232K Buy
+673
New +$213K 0.03% 171

Other funds holding AJG

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
MF
Milford Funds Auckland $6.14B AUM
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Souders Financial Advisors's AJG Position: Q2 2026 in Review

Souders Financial Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 6.2% in Q2 2026, buying an estimated $15.1K and bringing the position to 1,212 shares worth $278K. The position accounts for 0.03% of the portfolio, ranked #199.

Souders Financial Advisors first reported a position in AJG in Q1 2025 and has held it in 6 quarters since. The position peaked at $343K in Q3 2025. 666 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Souders Financial Advisors held 1,212 shares of Arthur J. Gallagher & Co worth $278K as of Q2 2026.
  • Souders Financial Advisors bought 71 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $15.1K.
  • Arthur J. Gallagher & Co made up 0.03% of Souders Financial Advisors's portfolio in Q2 2026, its #199 holding.
  • Souders Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q1 2025 and has held it in 6 quarters since.
  • Souders Financial Advisors's Arthur J. Gallagher & Co position peaked at $343K in Q3 2025.
  • 666 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.