Valley Wealth Managers’s Arthur J. Gallagher & Co AJG Stock Holding History

Valley Wealth Managers’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	$39.9K	Hold	174	–	–	﹤0.01%	228
2026 Q1	$37.7K	Hold	174	–	–	﹤0.01%	225
2025 Q4	$45K	Hold	174	–	–	﹤0.01%	221
2025 Q3	$53.9K	Buy	174 +31	+22%	+$9.35K	﹤0.01%	203
2025 Q2	$45.8K	Hold	143	–	–	﹤0.01%	202
2025 Q1	$49.4K	Hold	143	–	–	﹤0.01%	207
2024 Q4	$40.6K	Hold	143	–	–	﹤0.01%	219
2024 Q3	$40.2K	Hold	143	–	–	﹤0.01%	226
2024 Q2	$37.1K	Hold	143	–	–	﹤0.01%	231
2024 Q1	$35.8K	Hold	143	–	–	﹤0.01%	225
2023 Q4	$32.2K	Hold	143	–	–	﹤0.01%	230
2023 Q3	$32.6K	Hold	143	–	–	﹤0.01%	234
2023 Q2	$31.4K	Hold	143	–	–	﹤0.01%	228
2023 Q1	$27.4K	Hold	143	–	–	﹤0.01%	243
2022 Q4	$27K	Hold	143	–	–	﹤0.01%	259
2022 Q3	$24K	Hold	143	–	–	﹤0.01%	279
2022 Q2	$23K	Buy	+143	New	+$23.7K	﹤0.01%	287

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

Valley Wealth Managers's AJG Position: Q2 2026 in Review

Valley Wealth Managers held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 174 shares worth $39.9K. The position accounts for ﹤0.01% of the portfolio, ranked #228.

Valley Wealth Managers first reported a position in AJG in Q2 2022 and has held it in 17 quarters since. The position peaked at $53.9K in Q3 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Valley Wealth Managers held 174 shares of Arthur J. Gallagher & Co worth $39.9K as of Q2 2026.
Valley Wealth Managers left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #228 holding.
Valley Wealth Managers first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 17 quarters since.
Valley Wealth Managers's Arthur J. Gallagher & Co position peaked at $53.9K in Q3 2025.
1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.