Vision Retirement’s Arthur J. Gallagher & Co AJG Stock Holding History

Vision Retirement’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	–	Sell	-76	Closed	-$16.5K	–	624
2026 Q1	$16.5K	Buy	76 +4	+6%	+$924	﹤0.01%	352
2025 Q4	$18.6K	Buy	+72	New	+$19.1K	0.01%	334

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Vision Retirement's AJG Position: Q2 2026 in Review

Vision Retirement sold out of Arthur J. Gallagher & Co (AJG) in Q2 2026, closing a stake of 76 shares — an estimated $16.5K sold.

Vision Retirement first reported a position in AJG in Q4 2025 and held it in 2 quarters. The position peaked at $18.6K in Q4 2025. 1,220 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Vision Retirement reported no remaining Arthur J. Gallagher & Co position as of Q2 2026 after selling out during the quarter.
Vision Retirement sold 76 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $16.5K.
Vision Retirement first reported a position in Arthur J. Gallagher & Co in Q4 2025 and held it in 2 quarters.
Vision Retirement's Arthur J. Gallagher & Co position peaked at $18.6K in Q4 2025.
1,220 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.