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

Spire 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 		$222K Sell
967
-169
-15% -$35.9K 0.01% 751
2026
Q1 		$246K Buy
1,136
+41
+4% +$9.47K 0.01% 719
2025
Q4 		$283K Sell
1,095
-495
-31% -$131K 0.01% 698
2025
Q3 		$493K Sell
1,590
-100
-6% -$30.1K 0.02% 530
2025
Q2 		$541K Sell
1,690
-1,154
-41% -$380K 0.02% 486
2025
Q1 		$982K Buy
2,844
+470
+20% +$148K 0.03% 404
2024
Q4 		$674K Buy
2,374
+289
+14% +$84.1K 0.02% 487
2024
Q3 		$587K Buy
2,085
+219
+12% +$61.8K 0.02% 484
2024
Q2 		$484K Sell
1,866
-81
-4% -$20.1K 0.02% 492
2024
Q1 		$487K Buy
1,947
+166
+9% +$39.9K 0.01% 520
2023
Q4 		$425K Buy
1,781
+608
+52% +$144K 0.01% 555
2023
Q3 		$267K Sell
1,173
-4
-0.3% -$895 0.01% 619
2023
Q2 		$258K Sell
1,177
-109
-8% -$22.7K 0.01% 650
2023
Q1 		$246K Buy
1,286
+573
+80% +$109K 0.01% 668
2022
Q4 		$134K Sell
713
-14
-2% -$2.62K 0.01% 647
2022
Q3 		$124K Sell
727
-505
-41% -$89.6K 0.01% 642
2022
Q2 		$201K Sell
1,232
-1,453
-54% -$241K 0.01% 770
2022
Q1 		$467K Sell
2,685
-97
-3% -$15.5K 0.01% 595
2021
Q4 		$472K Buy
2,782
+130
+5% +$21.2K 0.01% 725
2021
Q3 		$394K Sell
2,652
-154
-5% -$22K 0.01% 673
2021
Q2 		$390K Buy
2,806
+811
+41% +$115K 0.01% 693
2021
Q1 		$261K Buy
+1,995
New +$241K 0.01% 943

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 15% in Q2 2026, selling an estimated $35.9K and leaving 967 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #751.

Spire Wealth Management first reported a position in AJG in Q1 2021 and has held it in 22 quarters since. The position peaked at $982K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Spire Wealth Management held 967 shares of Arthur J. Gallagher & Co worth $222K as of Q2 2026.
  • Spire Wealth Management sold 169 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $35.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Spire Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Arthur J. Gallagher & Co position peaked at $982K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.