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West Financial Advisors’s Arthur J. Gallagher & Co AJG Stock Holding History

West Financial Advisors’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 		$12.8K Buy
56
+3
+6% +$637 ﹤0.01% 135
2026
Q1 		$11.4K Buy
53
+3
+6% +$693 ﹤0.01% 135
2025
Q4 		$13K Buy
50
+2
+4% +$529 ﹤0.01% 136
2025
Q3 		$15K Buy
48
+4
+9% +$1.21K ﹤0.01% 133
2025
Q2 		$14.2K Buy
+44
New +$14.5K ﹤0.01% 141

Other funds holding AJG

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
WG
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
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)
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
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

West Financial Advisors's AJG Position: Q2 2026 in Review

West Financial Advisors increased its Arthur J. Gallagher & Co (AJG) stake by 5.7% in Q2 2026, buying an estimated $637 and bringing the position to 56 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #135.

West Financial Advisors first reported a position in AJG in Q2 2025 and has held it in 5 quarters since. The position peaked at $15K in Q3 2025. 319 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • West Financial Advisors held 56 shares of Arthur J. Gallagher & Co worth $12.8K as of Q2 2026.
  • West Financial Advisors bought 3 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $637.
  • Arthur J. Gallagher & Co made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #135 holding.
  • West Financial Advisors first reported a position in Arthur J. Gallagher & Co in Q2 2025 and has held it in 5 quarters since.
  • West Financial Advisors's Arthur J. Gallagher & Co position peaked at $15K in Q3 2025.
  • 319 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.