SWM
AJG icon

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

Stronghold 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
Q3 		$216K Sell
949
-44
-4% -$11K 0.3% 109
2026
Q2 		$228K Buy
993
+15
+2% +$3.19K 0.31% 113
2026
Q1 		$212K Buy
978
+205
+27% +$47.3K 0.32% 105
2025
Q4 		$200K Buy
+773
New +$205K 0.3% 113

Other funds holding AJG

Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
HA
Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Stronghold Wealth Management's AJG Position: Q3 2026 in Review

Stronghold Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 4.4% in Q3 2026, selling an estimated $11K and leaving 949 shares worth $216K. The position accounts for 0.3% of the portfolio, ranked #109.

Stronghold Wealth Management first reported a position in AJG in Q4 2025 and has held it in 4 quarters since. The position peaked at $228K in Q2 2026. 174 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Stronghold Wealth Management held 949 shares of Arthur J. Gallagher & Co worth $216K as of Q3 2026.
  • Stronghold Wealth Management sold 44 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $11K.
  • Arthur J. Gallagher & Co made up 0.3% of Stronghold Wealth Management's portfolio in Q3 2026, its #109 holding.
  • Stronghold Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 4 quarters since.
  • Stronghold Wealth Management's Arthur J. Gallagher & Co position peaked at $228K in Q2 2026.
  • 174 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Stronghold Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.