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True Wealth Design’s Arthur J. Gallagher & Co AJG Stock Holding History

True Wealth Design’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 		$4.36K Sell
19
-3
-14% -$637 ﹤0.01% 1388
2026
Q1 		$4.76K Buy
22
+15
+214% +$3.46K ﹤0.01% 1234
2025
Q4 		$1.81K Sell
7
-3
-30% -$794 ﹤0.01% 1488
2025
Q3 		$2.99K Sell
10
-1
-9% -$301 ﹤0.01% 1309
2025
Q2 		$3.41K Buy
11
+4
+57% +$1.32K ﹤0.01% 964
2025
Q1 		$2.3K Buy
7
+3
+75% +$948 ﹤0.01% 958
2024
Q4 		$1.04K Buy
+4
New +$1.16K ﹤0.01% 928
2024
Q3 		– Sell
-200
Closed -$51.9K – 1275
2024
Q2 		$51.9K Hold
200
– – 0.01% 161
2024
Q1 		$50K Hold
200
– – 0.01% 163
2023
Q4 		$45K Buy
+200
New +$47.4K 0.01% 158

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

True Wealth Design's AJG Position: Q2 2026 in Review

True Wealth Design reduced its Arthur J. Gallagher & Co (AJG) stake by 14% in Q2 2026, selling an estimated $637 and leaving 19 shares worth $4.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1388.

True Wealth Design first reported a position in AJG in Q4 2023 and has held it in 10 quarters since. The position peaked at $51.9K in Q2 2024. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • True Wealth Design held 19 shares of Arthur J. Gallagher & Co worth $4.36K as of Q2 2026.
  • True Wealth Design sold 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
  • Arthur J. Gallagher & Co made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1388 holding.
  • True Wealth Design first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 10 quarters since.
  • True Wealth Design's Arthur J. Gallagher & Co position peaked at $51.9K in Q2 2024.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.