Turtle Creek Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Turtle Creek Wealth 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	$212K	Sell	923 -374	-29%	-$79.4K	0.01%	440
2026 Q1	$281K	Buy	+1,297	New	+$300K	0.02%	328
2025 Q4	–	Sell	-769	Closed	-$238K	–	386
2025 Q3	$238K	Buy	+769	New	+$232K	0.02%	321
2024 Q1	–	Sell	-28	Closed	-$6.3K	–	209
2023 Q4	$6.3K	Buy	+28	New	+$6.63K	﹤0.01%	612

Other funds holding AJG

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Turtle Creek Wealth Advisors's AJG Position: Q2 2026 in Review

Turtle Creek Wealth Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 29% in Q2 2026, selling an estimated $79.4K and leaving 923 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #440.

Turtle Creek Wealth Advisors first reported a position in AJG in Q4 2023 and has held it in 4 quarters since. The position peaked at $281K in Q1 2026. 575 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Turtle Creek Wealth Advisors held 923 shares of Arthur J. Gallagher & Co worth $212K as of Q2 2026.
Turtle Creek Wealth Advisors sold 374 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $79.4K.
Arthur J. Gallagher & Co made up 0.01% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #440 holding.
Turtle Creek Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 4 quarters since.
Turtle Creek Wealth Advisors's Arthur J. Gallagher & Co position peaked at $281K in Q1 2026.
575 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.