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

Vantus Wealth’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 		$306K Buy
+1,334
New +$283K 0.16% 174
2025
Q4 		$341K Buy
+1,319
New +$349K 0.25% 128

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vantus Wealth's AJG Position: Q2 2026 in Review

Vantus Wealth opened a new position in Arthur J. Gallagher & Co (AJG) in Q2 2026: 1,334 shares worth $306K. The stake represents 0.16% of the portfolio and ranks #174 among its holdings. This is a return to the name: Vantus Wealth previously reported a position in AJG as recently as Q4 2025.

Vantus Wealth first reported a position in AJG in Q4 2025 and has held it in 2 quarters since. The position peaked at $341K in Q4 2025. 1,287 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Vantus Wealth held 1,334 shares of Arthur J. Gallagher & Co worth $306K as of Q2 2026.
  • Arthur J. Gallagher & Co was a new Vantus Wealth position in Q2 2026.
  • Arthur J. Gallagher & Co made up 0.16% of Vantus Wealth's portfolio in Q2 2026, its #174 holding.
  • Vantus Wealth first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 2 quarters since.
  • Vantus Wealth's Arthur J. Gallagher & Co position peaked at $341K in Q4 2025.
  • 1,287 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Vantus Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.