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

Triangle Securities 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 		$882K Sell
3,841
-280
-7% -$59.5K 0.18% 118
2026
Q1 		$893K Buy
4,121
+118
+3% +$27.3K 0.2% 108
2025
Q4 		$1.04M Buy
4,003
+772
+24% +$204K 0.22% 105
2025
Q3 		$1M Hold
3,231
– – 0.23% 110
2025
Q2 		$1.03M Sell
3,231
-15
-0.5% -$4.95K 0.25% 106
2025
Q1 		$1.12M Sell
3,246
-17
-0.5% -$5.37K 0.29% 94
2024
Q4 		$926K Sell
3,263
-36
-1% -$10.5K 0.24% 106
2024
Q3 		$928K Sell
3,299
-26
-0.8% -$7.33K 0.24% 109
2024
Q2 		$862K Buy
3,325
+77
+2% +$19.1K 0.24% 113
2024
Q1 		$812K Buy
3,248
+1,993
+159% +$479K 0.23% 116
2023
Q4 		$282K Buy
+1,255
New +$297K 0.09% 177

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return

Triangle Securities Wealth Management's AJG Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 6.8% in Q2 2026, selling an estimated $59.5K and leaving 3,841 shares worth $882K. The position accounts for 0.18% of the portfolio, ranked #118.

Triangle Securities Wealth Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.12M in Q1 2025. 239 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Triangle Securities Wealth Management held 3,841 shares of Arthur J. Gallagher & Co worth $882K as of Q2 2026.
  • Triangle Securities Wealth Management sold 280 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $59.5K.
  • Arthur J. Gallagher & Co made up 0.18% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Triangle Securities Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Triangle Securities Wealth Management's Arthur J. Gallagher & Co position peaked at $1.12M in Q1 2025.
  • 239 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.