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

SteelPeak Wealth’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 		$274K Sell
1,193
-433
-27% -$91.9K 0.01% 551
2026
Q1 		$352K Buy
1,626
+12
+0.7% +$2.77K 0.01% 428
2025
Q4 		$418K Sell
1,614
-299
-16% -$79.2K 0.01% 381
2025
Q3 		$592K Buy
1,913
+1
+0.1% +$301 0.02% 366
2025
Q2 		$612K Buy
1,912
+440
+30% +$145K 0.02% 338
2025
Q1 		$508K Sell
1,472
-5
-0.3% -$1.58K 0.02% 343
2024
Q4 		$419K Buy
1,477
+104
+8% +$30.3K 0.02% 363
2024
Q3 		$386K Buy
1,373
+265
+24% +$74.7K 0.02% 357
2024
Q2 		$287K Sell
1,108
-45
-4% -$11.2K 0.01% 392
2024
Q1 		$288K Sell
1,153
-9
-0.8% -$2.16K 0.01% 368
2023
Q4 		$261K Sell
1,162
-41
-3% -$9.71K 0.02% 353
2023
Q3 		$274K Buy
1,203
+41
+4% +$9.18K 0.02% 340
2023
Q2 		$255K Buy
+1,162
New +$242K 0.02% 360
2022
Q2 		– Sell
-1,173
Closed -$205K – 399
2022
Q1 		$205K Sell
1,173
-111
-9% -$17.7K 0.01% 396
2021
Q4 		$218K Buy
+1,284
New +$210K 0.01% 374

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

SteelPeak Wealth's AJG Position: Q2 2026 in Review

SteelPeak Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 27% in Q2 2026, selling an estimated $91.9K and leaving 1,193 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #551.

SteelPeak Wealth first reported a position in AJG in Q4 2021 and has held it in 15 quarters since. The position peaked at $612K in Q2 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • SteelPeak Wealth held 1,193 shares of Arthur J. Gallagher & Co worth $274K as of Q2 2026.
  • SteelPeak Wealth sold 433 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $91.9K.
  • Arthur J. Gallagher & Co made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #551 holding.
  • SteelPeak Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2021 and has held it in 15 quarters since.
  • SteelPeak Wealth's Arthur J. Gallagher & Co position peaked at $612K in Q2 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.