TRB Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

TRB Wealth Management’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	–	Sell	-2,788	Closed	-$604K	–	300
2026 Q1	$604K	Buy	+2,788	New	+$644K	0.09%	127

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TRB Wealth Management's AJG Position: Q2 2026 in Review

TRB Wealth Management sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 2,788 shares — an estimated $604K sold.

TRB Wealth Management first reported a position in AJG in Q1 2026 and held it in 1 quarter. The position peaked at $604K in Q1 2026. 1,281 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

TRB Wealth Management reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
TRB Wealth Management sold 2,788 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $604K.
TRB Wealth Management first reported a position in Arthur J. Gallagher & Co in Q1 2026 and held it in 1 quarter.
TRB Wealth Management's Arthur J. Gallagher & Co position peaked at $604K in Q1 2026.
1,281 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.