SPWG
AJG icon

Syntegra Private Wealth Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Syntegra Private Wealth Group’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 		$256K Hold
1,117
– – 0.02% 176
2026
Q1 		$242K Sell
1,117
-15
-1% -$3.46K 0.02% 171
2025
Q4 		$293K Sell
1,132
-116
-9% -$30.7K 0.03% 154
2025
Q3 		$387K Buy
1,248
+40
+3% +$12.1K 0.04% 132
2025
Q2 		$387K Buy
1,208
+5
+0.4% +$1.65K 0.04% 125
2025
Q1 		$415K Sell
1,203
-18
-1% -$5.69K 0.05% 98
2024
Q4 		$347K Hold
1,221
– – 0.04% 107
2024
Q3 		$344K Hold
1,221
– – 0.04% 112
2024
Q2 		$317K Buy
1,221
+35
+3% +$8.68K 0.04% 108
2024
Q1 		$297K Buy
+1,186
New +$285K 0.04% 113

Other funds holding AJG

GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 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
MF
Milford Funds Auckland $6.14B AUM
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Syntegra Private Wealth Group's AJG Position: Q2 2026 in Review

Syntegra Private Wealth Group held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 1,117 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #176.

Syntegra Private Wealth Group first reported a position in AJG in Q1 2024 and has held it in 10 quarters since. The position peaked at $415K in Q1 2025. 512 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Syntegra Private Wealth Group held 1,117 shares of Arthur J. Gallagher & Co worth $256K as of Q2 2026.
  • Syntegra Private Wealth Group left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.02% of Syntegra Private Wealth Group's portfolio in Q2 2026, its #176 holding.
  • Syntegra Private Wealth Group first reported a position in Arthur J. Gallagher & Co in Q1 2024 and has held it in 10 quarters since.
  • Syntegra Private Wealth Group's Arthur J. Gallagher & Co position peaked at $415K in Q1 2025.
  • 512 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Syntegra Private Wealth Group's 13F filing for Q2 2026, filed 15 Jul 2026.