Wealthspire Advisors (New York)’s Arthur J. Gallagher & Co AJG Stock Holding History

Wealthspire Advisors (New York)’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	$3.16M	Sell	13,761 -49	-0.4%	-$10.4K	0.02%	336
2026 Q1	$2.99M	Sell	13,810 -588	-4%	-$136K	0.02%	228
2025 Q4	$3.73M	Buy	14,398 +7,104	+97%	+$1.88M	0.03%	189
2025 Q3	$2.26M	Sell	7,294 -180	-2%	-$54.3K	0.01%	258
2025 Q2	$2.39M	Sell	7,474 -100	-1%	-$33K	0.01%	254
2025 Q1	$2.61M	Buy	7,574 +3,365	+80%	+$1.06M	0.02%	235
2024 Q4	$1.19M	Buy	4,209 +582	+16%	+$169K	0.01%	337
2024 Q3	$1.02M	Buy	+3,627	New	+$1.02M	0.01%	371
2019 Q1	–	Sell	-101	Closed	-$7K	–	70
2018 Q4	$7K	Buy	+101	New	+$7.54K	﹤0.01%	577

Other funds holding AJG

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s AJG Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Arthur J. Gallagher & Co (AJG) stake by 0.35% in Q2 2026, selling an estimated $10.4K and leaving 13,761 shares worth $3.16M. The position accounts for 0.02% of the portfolio, ranked #336.

Wealthspire Advisors (New York) first reported a position in AJG in Q4 2018 and has held it in 9 quarters since. The position peaked at $3.73M in Q4 2025. 1,293 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

Wealthspire Advisors (New York) held 13,761 shares of Arthur J. Gallagher & Co worth $3.16M as of Q2 2026.
Wealthspire Advisors (New York) sold 49 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $10.4K.
Arthur J. Gallagher & Co made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #336 holding.
Wealthspire Advisors (New York) first reported a position in Arthur J. Gallagher & Co in Q4 2018 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Arthur J. Gallagher & Co position peaked at $3.73M in Q4 2025.
1,293 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.