RAFFA WEALTH MANAGEMENT, LLC’s Arthur J. Gallagher & Co AJG Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$10.1K	Sell	44 -19	-30%	-$4.03K	﹤0.01%	422
2026 Q1	$13.6K	Buy	63 +23	+58%	+$5.31K	﹤0.01%	331
2025 Q4	$10.4K	Buy	40 +8	+25%	+$2.12K	﹤0.01%	368
2025 Q3	$9.91K	Buy	32 +6	+23%	+$1.81K	﹤0.01%	365
2025 Q2	$8.32K	Hold	26	–	–	﹤0.01%	415
2025 Q1	$8.98K	Hold	26	–	–	﹤0.01%	329
2024 Q4	$7.38K	Hold	26	–	–	﹤0.01%	372
2024 Q3	$7.32K	Hold	26	–	–	﹤0.01%	361
2024 Q2	$6.74K	Hold	26	–	–	﹤0.01%	507
2024 Q1	$6.5K	Hold	26	–	–	﹤0.01%	480
2023 Q4	$5.85K	Hold	26	–	–	﹤0.01%	373
2023 Q3	$5.93K	Hold	26	–	–	﹤0.01%	353
2023 Q2	$5.71K	Hold	26	–	–	﹤0.01%	366
2023 Q1	$4.97K	Hold	26	–	–	﹤0.01%	408
2022 Q4	$4.9K	Hold	26	–	–	﹤0.01%	389
2022 Q3	$4.45K	Hold	26	–	–	﹤0.01%	410
2022 Q2	$4.24K	Hold	26	–	–	﹤0.01%	422
2022 Q1	$4.54K	Hold	26	–	–	﹤0.01%	419
2021 Q4	$4.41K	Hold	26	–	–	﹤0.01%	453
2021 Q3	$3.87K	Hold	26	–	–	﹤0.01%	434
2021 Q2	$3.64K	Hold	26	–	–	﹤0.01%	454
2021 Q1	$3.24K	Buy	26 +7	+37%	+$845	﹤0.01%	510
2020 Q4	$2.35K	Sell	19 -5	-21%	-$569	﹤0.01%	514
2020 Q3	$2.53K	Hold	24	–	–	﹤0.01%	445
2020 Q2	$2.34K	Buy	24 +5	+26%	+$443	﹤0.01%	442
2020 Q1	$1.55K	Hold	19	–	–	﹤0.01%	473
2019 Q4	$1.81K	Hold	19	–	–	﹤0.01%	423
2019 Q3	$1.7K	Buy	+19	New	+$1.71K	﹤0.01%	431
2019 Q2	–	Sell	-19	Closed	-$1.48K	–	755
2019 Q1	$1.48K	Hold	19	–	–	﹤0.01%	421
2018 Q4	$1.4K	Hold	19	–	–	﹤0.01%	424
2018 Q3	$1.41K	Hold	19	–	–	﹤0.01%	463
2018 Q2	$1.24K	Hold	19	–	–	﹤0.01%	478
2018 Q1	$1.31K	Buy	+19	New	+$1.28K	﹤0.01%	433
2017 Q1	–	Sell	-14	Closed	-$727	–	391
2016 Q4	$727	Hold	14	–	–	﹤0.01%	557
2016 Q3	$712	Hold	14	–	–	﹤0.01%	545
2016 Q2	$666	Hold	14	–	–	﹤0.01%	549
2016 Q1	$623	Hold	14	–	–	﹤0.01%	593
2015 Q4	$573	Hold	14	–	–	﹤0.01%	625
2015 Q3	$578	Hold	14	–	–	﹤0.01%	602
2015 Q2	$662	Hold	14	–	–	﹤0.01%	550
2015 Q1	$655	Hold	14	–	–	﹤0.01%	564
2014 Q4	$659	Hold	14	–	–	﹤0.01%	526
2014 Q3	$635	Buy	+14	New	+$644	﹤0.01%	485
2014 Q1	–	Sell	-14	Closed	-$659	–	290
2013 Q4	$659	Buy	+14	New	+$650	﹤0.01%	526

Other funds holding AJG

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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) 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

RAFFA WEALTH MANAGEMENT, LLC's AJG Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Arthur J. Gallagher & Co (AJG) stake by 30% in Q2 2026, selling an estimated $4.03K and leaving 44 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AJG in Q4 2013 and has held it in 44 quarters since. The position peaked at $13.6K in Q1 2026. 409 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 44 shares of Arthur J. Gallagher & Co worth $10.1K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 19 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $4.03K.
Arthur J. Gallagher & Co made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #422 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Arthur J. Gallagher & Co in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Arthur J. Gallagher & Co position peaked at $13.6K in Q1 2026.
409 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.