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Unique Wealth Strategies’s Arthur J. Gallagher & Co AJG Stock Holding History

Unique Wealth Strategies’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 		$814K Buy
+3,544
New +$753K 0.3% 83
2024
Q3 		– Sell
-10
Closed -$2.5K – 217
2024
Q2 		$2.5K Buy
+10
New +$2.48K ﹤0.01% 459

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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $836M AUM 25.79% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Unique Wealth Strategies's AJG Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 3,544 shares worth $814K. The stake represents 0.3% of the portfolio and ranks #83 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in AJG as recently as Q2 2024.

Unique Wealth Strategies first reported a position in AJG in Q2 2024 and has held it in 2 quarters since. 172 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Unique Wealth Strategies held 3,544 shares of Arthur J. Gallagher & Co worth $814K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Unique Wealth Strategies position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.3% of Unique Wealth Strategies's portfolio in Q2 2026, its #83 holding.
  • Unique Wealth Strategies first reported a position in Arthur J. Gallagher & Co in Q2 2024 and has held it in 2 quarters since.
  • 172 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.