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 Q3	$39.7K	Hold	174	–	–	﹤0.01%	231
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%	+$9.34K	﹤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

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Heffernan Advisory Flagstaff, Arizona $149M AUM 6.92% 1-Year Est. Return

Valley Wealth Managers's AJG Position: Q3 2026 in Review

Valley Wealth Managers held its Arthur J. Gallagher & Co (AJG) position steady in Q3 2026 at 174 shares worth $39.7K. The position accounts for ﹤0.01% of the portfolio, ranked #231.

Valley Wealth Managers first reported a position in AJG in Q2 2022 and has held it in 18 quarters since. The position peaked at $53.9K in Q3 2025. 321 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

Valley Wealth Managers held 174 shares of Arthur J. Gallagher & Co worth $39.7K as of Q3 2026.
Valley Wealth Managers left its Arthur J. Gallagher & Co share count unchanged in Q3 2026.
Arthur J. Gallagher & Co made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #231 holding.
Valley Wealth Managers first reported a position in Arthur J. Gallagher & Co in Q2 2022 and has held it in 18 quarters since.
Valley Wealth Managers's Arthur J. Gallagher & Co position peaked at $53.9K in Q3 2025.
321 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.