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Twin Peaks Wealth Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

Twin Peaks 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
Q1 		$31.2K Buy
+144
New +$33.3K 0.01% 555
2025
Q3 		– Sell
-118
Closed -$34.2K – 226
2025
Q2 		$34.2K Buy
+118
New +$38.9K 0.01% 436

Other funds holding AJG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Twin Peaks Wealth Advisors's AJG Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Arthur J. Gallagher & Co (AJG) in Q1 2026: 144 shares worth $31.2K. The stake represents 0.01% of the portfolio and ranks #555 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AJG as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AJG in Q2 2025 and has held it in 2 quarters since. The position peaked at $34.2K in Q2 2025. 1,241 funds tracked by Wall St. Rank hold AJG as of Q1 2026.

  • Twin Peaks Wealth Advisors held 144 shares of Arthur J. Gallagher & Co worth $31.2K as of Q1 2026.
  • Arthur J. Gallagher & Co was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Arthur J. Gallagher & Co made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #555 holding.
  • Twin Peaks Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Arthur J. Gallagher & Co position peaked at $34.2K in Q2 2025.
  • 1,241 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.