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Transamerica Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Transamerica Financial Advisors’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 		$287K Sell
1,251
-142
-10% -$30.2K 0.02% 370
2026
Q1 		$302K Buy
1,393
+449
+48% +$104K 0.03% 334
2025
Q4 		$244K Sell
944
-14,794
-94% -$3.92M 0.02% 338
2025
Q3 		$4.87M Buy
15,738
+613
+4% +$185K 0.4% 56
2025
Q2 		$4.84M Sell
15,125
-3,843
-20% -$1.27M 0.45% 53
2025
Q1 		$6.55M Sell
18,968
-221
-1% -$69.8K 0.67% 32
2024
Q4 		$5.45M Sell
19,189
-512
-3% -$149K 0.54% 45
2024
Q3 		$5.54M Buy
19,701
+5,090
+35% +$1.44M 0.54% 43
2024
Q2 		$3.79M Hold
14,611
– – 0.4% 72
2024
Q1 		$3.65M Buy
14,611
+13,275
+994% +$3.19M 0.37% 79
2023
Q4 		$301K Buy
1,336
+1,197
+861% +$284K 0.04% 216
2023
Q3 		$32K Buy
+139
New +$31.1K ﹤0.01% 290

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

Transamerica Financial Advisors's AJG Position: Q2 2026 in Review

Transamerica Financial Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 10% in Q2 2026, selling an estimated $30.2K and leaving 1,251 shares worth $287K. The position accounts for 0.02% of the portfolio, ranked #370.

Transamerica Financial Advisors first reported a position in AJG in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.55M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Transamerica Financial Advisors held 1,251 shares of Arthur J. Gallagher & Co worth $287K as of Q2 2026.
  • Transamerica Financial Advisors sold 142 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $30.2K.
  • Arthur J. Gallagher & Co made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #370 holding.
  • Transamerica Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q3 2023 and has held it in 12 quarters since.
  • Transamerica Financial Advisors's Arthur J. Gallagher & Co position peaked at $6.55M in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.