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

Valued 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 		$3.71K Hold
16
– – ﹤0.01% 517
2026
Q1 		$3.49K Hold
16
– – ﹤0.01% 453
2025
Q4 		$4.15K Hold
16
– – ﹤0.01% 326
2025
Q3 		$4.99K Hold
16
– – ﹤0.01% 287
2025
Q2 		$5.14K Hold
16
– – ﹤0.01% 280
2025
Q1 		$5.54K Hold
16
– – ﹤0.01% 294
2024
Q4 		$4.54K Sell
16
-2
-11% -$582 ﹤0.01% 312
2024
Q3 		$5.07K Buy
18
+2
+13% +$564 ﹤0.01% 281
2024
Q2 		$4.15K Sell
16
-5
-24% -$1.24K ﹤0.01% 292
2024
Q1 		$5.25K Buy
21
+5
+31% +$1.2K ﹤0.01% 245
2023
Q4 		$3.65K Buy
+16
New +$3.79K ﹤0.01% 234

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Valued Wealth Advisors's AJG Position: Q2 2026 in Review

Valued Wealth Advisors held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 16 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Valued Wealth Advisors first reported a position in AJG in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.54K in Q1 2025. 328 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Valued Wealth Advisors held 16 shares of Arthur J. Gallagher & Co worth $3.71K as of Q2 2026.
  • Valued Wealth Advisors left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
  • Arthur J. Gallagher & Co made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #517 holding.
  • Valued Wealth Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Arthur J. Gallagher & Co position peaked at $5.54K in Q1 2025.
  • 328 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.