WAG
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Wilkerson Advisory Group’s Arthur J. Gallagher & Co AJG Stock Holding History

Wilkerson Advisory Group’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 		$23.4K Buy
102
+32
+46% +$6.79K 0.01% 317
2026
Q1 		$15.2K Buy
70
+38
+119% +$8.78K 0.01% 340
2025
Q4 		$8.28K Buy
+32
New +$8.47K ﹤0.01% 365

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

Wilkerson Advisory Group's AJG Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Arthur J. Gallagher & Co (AJG) stake by 46% in Q2 2026, buying an estimated $6.79K and bringing the position to 102 shares worth $23.4K. The position accounts for 0.01% of the portfolio, ranked #317.

Wilkerson Advisory Group first reported a position in AJG in Q4 2025 and has held it in 3 quarters since. 1,285 funds tracked by Wall St. Rank hold AJG as of Q2 2026.

  • Wilkerson Advisory Group held 102 shares of Arthur J. Gallagher & Co worth $23.4K as of Q2 2026.
  • Wilkerson Advisory Group bought 32 Arthur J. Gallagher & Co shares in Q2 2026, an estimated $6.79K.
  • Arthur J. Gallagher & Co made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #317 holding.
  • Wilkerson Advisory Group first reported a position in Arthur J. Gallagher & Co in Q4 2025 and has held it in 3 quarters since.
  • 1,285 funds tracked by Wall St. Rank held Arthur J. Gallagher & Co as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.