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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.95K Sell
39
-352
-90% -$74.7K 0.01% 258
2026
Q1
$84.7K Buy
391
+370
+1,762% +$85.5K 0.04% 211
2025
Q4
$5.43K Buy
+21
New +$5.56K ﹤0.01% 299
2025
Q3
Sell
-824
Closed -$264K 324
2025
Q2
$264K Sell
824
-189
-19% -$62.3K 0.14% 138
2025
Q1
$284K Buy
1,013
+153
+18% +$48.3K 0.17% 129
2024
Q4
$244K Buy
+860
New +$250K 0.14% 140

Other funds holding AJG

Whipplewood Advisors's AJG Position: Q2 2026 in Review

Whipplewood Advisors reduced its Arthur J. Gallagher & Co (AJG) stake by 90% in Q2 2026, selling an estimated $74.7K and leaving 39 shares worth $8.95K. The position accounts for 0.01% of the portfolio, ranked #258.

Whipplewood Advisors first reported a position in AJG in Q4 2024 and has held it in 6 quarters since. The position peaked at $284K in Q1 2025. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Whipplewood Advisors held 39 shares of Arthur J. Gallagher & Co worth $8.95K as of Q2 2026.
  • Whipplewood Advisors sold 352 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $74.7K.
  • Arthur J. Gallagher & Co made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #258 holding.
  • Whipplewood Advisors first reported a position in Arthur J. Gallagher & Co in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Arthur J. Gallagher & Co position peaked at $284K in Q1 2025.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.