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Toth Financial Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

Toth Financial Advisory’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 		$2.28K Buy
+10
New +$2.51K ﹤0.01% 780
2023
Q2 		– Sell
-8
Closed -$1.53K – 778
2023
Q1 		$1.53K Buy
+8
New +$1.52K ﹤0.01% 698

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Toth Financial Advisory's AJG Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Arthur J. Gallagher & Co (AJG) in Q3 2026: 10 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #780 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in AJG as recently as Q1 2023.

Toth Financial Advisory first reported a position in AJG in Q1 2023 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Toth Financial Advisory held 10 shares of Arthur J. Gallagher & Co worth $2.28K as of Q3 2026.
  • Arthur J. Gallagher & Co was a new Toth Financial Advisory position in Q3 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #780 holding.
  • Toth Financial Advisory first reported a position in Arthur J. Gallagher & Co in Q1 2023 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.