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Sunrise Financial Services’s Arthur J. Gallagher & Co AJG Stock Holding History

Sunrise Financial Services’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 		$918 Hold
4
– – ﹤0.01% 498
2026
Q1 		$866 Sell
4
-91
-96% -$21K ﹤0.01% 513
2025
Q4 		$24.5K Buy
+95
New +$25.1K 0.02% 140

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

Sunrise Financial Services's AJG Position: Q2 2026 in Review

Sunrise Financial Services held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 4 shares worth $918. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Sunrise Financial Services first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. The position peaked at $24.5K in Q4 2025. 1,288 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Sunrise Financial Services held 4 shares of Arthur J. Gallagher & Co worth $918 as of Q2 2026.
  • Sunrise Financial Services left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #498 holding.
  • Sunrise Financial Services first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's Arthur J. Gallagher & Co position peaked at $24.5K in Q4 2025.
  • 1,288 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.