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Western Wealth Management’s Arthur J. Gallagher & Co AJG Stock Holding History

Western Wealth Management’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 		$330K Sell
1,437
-70
-5% -$14.9K 0.01% 797
2026
Q1 		$326K Hold
1,507
– – 0.01% 769
2025
Q4 		$390K Sell
1,507
-11
-0.7% -$2.91K 0.02% 585
2025
Q3 		$470K Buy
1,518
+11
+0.7% +$3.32K 0.02% 459
2025
Q2 		$482K Hold
1,507
– – 0.03% 423
2025
Q1 		$520K Sell
1,507
-22
-1% -$6.95K 0.03% 380
2024
Q4 		$434K Buy
1,529
+162
+12% +$47.1K 0.02% 502
2024
Q3 		$385K Buy
1,367
+59
+5% +$16.6K 0.02% 520
2024
Q2 		$339K Hold
1,308
– – 0.03% 457
2024
Q1 		$327K Hold
1,308
– – 0.03% 480
2023
Q4 		$294K Buy
1,308
+11
+0.8% +$2.6K 0.02% 555
2023
Q3 		$296K Buy
1,297
+22
+2% +$4.92K 0.03% 513
2023
Q2 		$280K Hold
1,275
– – 0.02% 519
2023
Q1 		$244K Hold
1,275
– – 0.02% 552
2022
Q4 		$240K Sell
1,275
-1,453
-53% -$272K 0.02% 524
2022
Q3 		$467K Buy
+2,728
New +$484K 0.03% 509

Other funds holding AJG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Western Wealth Management's AJG Position: Q2 2026 in Review

Western Wealth Management reduced its Arthur J. Gallagher & Co (AJG) stake by 4.6% in Q2 2026, selling an estimated $14.9K and leaving 1,437 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #797.

Western Wealth Management first reported a position in AJG in Q3 2022 and has held it in 16 quarters since. The position peaked at $520K in Q1 2025. 1,290 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Western Wealth Management held 1,437 shares of Arthur J. Gallagher & Co worth $330K as of Q2 2026.
  • Western Wealth Management sold 70 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $14.9K.
  • Arthur J. Gallagher & Co made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #797 holding.
  • Western Wealth Management first reported a position in Arthur J. Gallagher & Co in Q3 2022 and has held it in 16 quarters since.
  • Western Wealth Management's Arthur J. Gallagher & Co position peaked at $520K in Q1 2025.
  • 1,290 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.