WBH Advisory’s Arthur J. Gallagher & Co AJG Stock Holding History

WBH Advisory’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	$838K	Hold	3,651	–	–	0.06%	196
2026 Q1	$790K	Buy	3,651 +485	+15%	+$112K	0.06%	185
2025 Q4	$819K	Hold	3,166	–	–	0.06%	184
2025 Q3	$981K	Hold	3,166	–	–	0.07%	170
2025 Q2	$1.01M	Sell	3,166 -2	-0.1%	-$659	0.09%	163
2025 Q1	$1.09M	Sell	3,168 -126	-4%	-$39.8K	0.1%	138
2024 Q4	$935K	Sell	3,294 -685	-17%	-$199K	0.09%	157
2024 Q3	$1.12M	Sell	3,979 -1,770	-31%	-$499K	0.11%	141
2024 Q2	$1.49M	Sell	5,749 -520	-8%	-$129K	0.15%	112
2024 Q1	$1.57M	Sell	6,269 -759	-11%	-$182K	0.16%	113
2023 Q4	$1.58M	Sell	7,028 -22	-0.3%	-$5.21K	0.18%	105
2023 Q3	$1.61M	Hold	7,050	–	–	0.2%	102
2023 Q2	$1.55M	Hold	7,050	–	–	0.18%	106
2023 Q1	$1.35M	Buy	+7,050	New	+$1.34M	0.17%	119
2022 Q3	$1.21M	Hold	7,050	–	–	0.17%	123
2022 Q2	$1.17M	Hold	7,050	–	–	0.16%	128
2022 Q1	$1.26M	Hold	7,050	–	–	0.16%	128
2021 Q4	$1.2M	Hold	7,050	–	–	0.14%	135
2021 Q3	$1.05M	Hold	7,050	–	–	0.14%	135
2021 Q2	$989K	Hold	7,050	–	–	0.14%	124
2021 Q1	$880K	Hold	7,050	–	–	0.14%	125
2020 Q4	$842K	Sell	7,050 -900	-11%	-$102K	0.14%	125
2020 Q3	$839K	Hold	7,950	–	–	0.17%	115
2020 Q2	$775K	Hold	7,950	–	–	0.19%	110
2020 Q1	$648	Hold	7,950	–	–	0.15%	115
2019 Q4	$757K	Sell	7,950 -150	-2%	-$13.7K	0.15%	125
2019 Q3	$725K	Hold	8,100	–	–	0.16%	125
2019 Q2	$709K	Hold	8,100	–	–	0.16%	125
2019 Q1	$632K	Hold	8,100	–	–	0.15%	133
2018 Q4	$596	Sell	8,100 -2,900	-26%	-$217K	0.14%	125
2018 Q3	$818K	Hold	11,000	–	–	0.2%	109
2018 Q2	$718K	Sell	11,000 -1,700	-13%	-$115K	0.19%	115
2018 Q1	$872K	Hold	12,700	–	–	0.24%	95
2017 Q4	$803K	Hold	12,700	–	–	0.21%	108
2017 Q3	$781K	Hold	12,700	–	–	0.22%	103
2017 Q2	$727K	Hold	12,700	–	–	0.2%	104
2017 Q1	$718K	Buy	12,700 +200	+2%	+$11K	0.22%	96
2016 Q4	$649K	Hold	12,500	–	–	0.22%	98
2016 Q3	$635K	Hold	12,500	–	–	0.22%	104
2016 Q2	$595K	Hold	12,500	–	–	0.23%	97
2016 Q1	$556K	Hold	12,500	–	–	0.19%	105
2015 Q4	$511	Hold	12,500	–	–	0.18%	112
2015 Q3	$516K	Hold	12,500	–	–	0.21%	110
2015 Q2	$591K	Hold	12,500	–	–	0.23%	103
2015 Q1	$584	Hold	12,500	–	–	0.16%	109
2014 Q4	$588K	Hold	12,500	–	–	0.22%	104
2014 Q3	$567K	Hold	12,500	–	–	0.2%	107
2014 Q2	$582K	Hold	12,500	–	–	0.22%	111
2014 Q1	$594K	Sell	12,500 -1,000	-7%	-$46.7K	0.24%	105
2013 Q4	$633K	Hold	13,500	–	–	0.26%	100
2013 Q3	$589K	Hold	13,500	–	–	0.26%	103
2013 Q2	$589K	Buy	+13,500	New	+$584K	0.27%	99

Other funds holding AJG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

WBH Advisory's AJG Position: Q2 2026 in Review

WBH Advisory held its Arthur J. Gallagher & Co (AJG) position steady in Q2 2026 at 3,651 shares worth $838K. The position accounts for 0.06% of the portfolio, ranked #196.

WBH Advisory first reported a position in AJG in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.61M in Q3 2023. 847 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

WBH Advisory held 3,651 shares of Arthur J. Gallagher & Co worth $838K as of Q2 2026.
WBH Advisory left its Arthur J. Gallagher & Co share count unchanged in Q2 2026.
Arthur J. Gallagher & Co made up 0.06% of WBH Advisory's portfolio in Q2 2026, its #196 holding.
WBH Advisory first reported a position in Arthur J. Gallagher & Co in Q2 2013 and has held it in 52 quarters since.
WBH Advisory's Arthur J. Gallagher & Co position peaked at $1.61M in Q3 2023.
847 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.