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Third View Private Wealth’s Arthur J. Gallagher & Co AJG Stock Holding History

Third View Private 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 		$1.3M Sell
5,650
-40
-0.7% -$8.49K 0.16% 109
2026
Q1 		$1.23M Buy
5,690
+791
+16% +$183K 0.17% 109
2025
Q4 		$1.27M Buy
+4,899
New +$1.3M 0.17% 113

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Third View Private Wealth's AJG Position: Q2 2026 in Review

Third View Private Wealth reduced its Arthur J. Gallagher & Co (AJG) stake by 0.7% in Q2 2026, selling an estimated $8.49K and leaving 5,650 shares worth $1.3M. The position accounts for 0.16% of the portfolio, ranked #109.

Third View Private Wealth first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 720 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Third View Private Wealth held 5,650 shares of Arthur J. Gallagher & Co worth $1.3M as of Q2 2026.
  • Third View Private Wealth sold 40 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.49K.
  • Arthur J. Gallagher & Co made up 0.16% of Third View Private Wealth's portfolio in Q2 2026, its #109 holding.
  • Third View Private Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 720 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Third View Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.