WPC
AJG icon

Wedmont Private Capital’s Arthur J. Gallagher & Co AJG Stock Holding History

Wedmont Private Capital’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
Q3 		$1.52M Sell
6,483
-213
-3% -$53.4K 0.04% 267
2026
Q2 		$1.69M Buy
6,696
+3,251
+94% +$690K 0.05% 222
2026
Q1 		$761K Buy
3,445
+218
+7% +$50.4K 0.02% 375
2025
Q4 		$836K Sell
3,227
-392
-11% -$104K 0.03% 335
2025
Q3 		$1.12M Buy
3,619
+106
+3% +$32K 0.04% 251
2025
Q2 		$1.11M Sell
3,513
-63
-2% -$20.8K 0.05% 241
2025
Q1 		$1.19M Buy
3,576
+144
+4% +$45.5K 0.06% 200
2024
Q4 		$985K Buy
3,432
+119
+4% +$34.6K 0.05% 224
2024
Q3 		$951K Buy
3,313
+240
+8% +$67.7K 0.05% 214
2024
Q2 		$833K Buy
3,073
+129
+4% +$32K 0.05% 229
2024
Q1 		$719K Buy
2,944
+13
+0.4% +$3.13K 0.05% 254
2023
Q4 		$671K Sell
2,931
-88
-3% -$20.8K 0.05% 236
2023
Q3 		$704K Buy
3,019
+373
+14% +$83.5K 0.07% 189
2023
Q2 		$566K Buy
2,646
+353
+15% +$73.5K 0.06% 222
2023
Q1 		$449K Buy
2,293
+162
+8% +$30.7K 0.06% 240
2022
Q4 		$409K Buy
2,131
+449
+27% +$84K 0.06% 255
2022
Q3 		$288K Buy
+1,682
New +$299K 0.06% 256

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
Professional Advisory Services Vero Beach, Florida $837M AUM 20.44% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
NPPM
North Point Portfolio Managers Orange Village, Ohio $595M AUM 14.89% 1-Year Est. Return
GA
GuoLine Advisory Singapore $1.16B AUM 31.35% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
HH
HWG Holdings Houston, Texas $434M AUM 42.17% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return

Wedmont Private Capital's AJG Position: Q3 2026 in Review

Wedmont Private Capital reduced its Arthur J. Gallagher & Co (AJG) stake by 3.2% in Q3 2026, selling an estimated $53.4K and leaving 6,483 shares worth $1.52M. The position accounts for 0.04% of the portfolio, ranked #267.

Wedmont Private Capital first reported a position in AJG in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.69M in Q2 2026. 61 funds tracked by Wall St. Rank hold AJG as of Q3 2026.

  • Wedmont Private Capital held 6,483 shares of Arthur J. Gallagher & Co worth $1.52M as of Q3 2026.
  • Wedmont Private Capital sold 213 Arthur J. Gallagher & Co shares in Q3 2026, an estimated $53.4K.
  • Arthur J. Gallagher & Co made up 0.04% of Wedmont Private Capital's portfolio in Q3 2026, its #267 holding.
  • Wedmont Private Capital first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 17 quarters since.
  • Wedmont Private Capital's Arthur J. Gallagher & Co position peaked at $1.69M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.