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

Trueblood 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	$1.71M	Sell	7,436 -39	-0.5%	-$8.28K	0.6%	49
2026 Q1	$1.62M	Sell	7,475 -307	-4%	-$70.9K	0.63%	47
2025 Q4	$2.01M	Sell	7,782 -2,339	-23%	-$619K	0.79%	28
2025 Q3	$3.13M	Buy	10,121 +131	+1%	+$39.5K	1.22%	10
2025 Q2	$3.2M	Buy	9,990 +182	+2%	+$60K	1.34%	6
2025 Q1	$3.39M	Buy	9,808 +447	+5%	+$141K	1.57%	4
2024 Q4	$2.66M	Buy	9,361 +15	+0.2%	+$4.37K	1.31%	7
2024 Q3	$2.63M	Buy	9,346 +56	+0.6%	+$15.8K	1.32%	7
2024 Q2	$2.41M	Buy	9,290 +40	+0.4%	+$9.92K	1.36%	6
2024 Q1	$2.31M	Sell	9,250 -144	-2%	-$34.6K	1.32%	8
2023 Q4	$2.11M	Buy	+9,394	New	+$2.23M	1.33%	7

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

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

Trueblood Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 0.52% in Q2 2026, selling an estimated $8.28K and leaving 7,436 shares worth $1.71M. The position accounts for 0.6% of the portfolio, ranked #49.

Trueblood Wealth Management first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.39M in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Trueblood Wealth Management held 7,436 shares of Arthur J. Gallagher & Co worth $1.71M as of Q2 2026.
Trueblood Wealth Management sold 39 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $8.28K.
Arthur J. Gallagher & Co made up 0.6% of Trueblood Wealth Management's portfolio in Q2 2026, its #49 holding.
Trueblood Wealth Management first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
Trueblood Wealth Management's Arthur J. Gallagher & Co position peaked at $3.39M in Q1 2025.
1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.